Filed June 24, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,987 | $54,229+172.9% | $70,092+111.1% | $68,494+116.1% |
| Participation rate | 88.4% | 64.5%+23.9pp | 70.5%+17.9pp | 67.9%+20.5pp |
| Annual return | -18.22% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $555 | $2,018-72.5% | $2,559-78.3% | $2,596-78.6% |
| Participant deferral / active EE | $5,755 | $2,956+94.7% | $3,849+49.5% | $4,027+42.9% |
| Admin fee / account holder | $7,747 | $4,694+65.0% | $6,267+23.6% | $5,403+43.4% |