Filed March 13, 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 | $106,072 | $53,127+99.7% | $86,590+22.5% | $70,131+51.2% |
| Participation rate | 84.4% | 65.3%+19.1pp | 73.5%+10.8pp | 69.5%+14.8pp |
| Annual return | 19.73% | 27.66%-7.9pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,287 | $2,696+207.4% | $3,609+129.6% | $3,332+148.7% |
| Admin fee / account holder | $439 | $3,585-87.7% | $4,906-91.0% | $4,645-90.5% |