Filed January 5, 2007
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 | $135,760 | $48,076+182.4% | $78,689+72.5% | $62,891+115.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 79.71% | 31.35%+48.4pp | 62.18%+17.5pp | 20.14%+59.6pp |
| Employer contribution / active EE | $16,177 | $2,015+703.0% | $2,851+467.5% | $2,281+609.2% |
| Participant deferral / active EE | $4,141 | $2,588+60.0% | $3,517+17.7% | $3,203+29.3% |
| Admin fee / account holder | $3,911 | $3,207+21.9% | $4,510-13.3% | $4,296-8.9% |