Filed January 19, 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 | $78,196 | $43,723+78.8% | $121,196-35.5% | $64,186+21.8% |
| Participation rate | 87.8% | 58.3%+29.4pp | 71.7%+16.0pp | 69.6%+18.2pp |
| Annual return | -4.80% | 68.91%-73.7pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $8,219 | $1,296+534.1% | $4,022+104.4% | $2,381+245.2% |
| Participant deferral / active EE | $6,855 | $2,280+200.7% | $3,344+105.0% | $3,470+97.6% |
| Admin fee / account holder | $1,581 | $3,501-54.8% | $5,019-68.5% | $4,888-67.6% |