Filed July 26, 2006 (most recent of 2 filings on file)
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 | $173,286 | $89,248+94.2% | $136,007+27.4% | $74,495+132.6% |
| Participation rate | 82.2% | 69.4%+12.8pp | 76.5%+5.8pp | 67.2%+15.0pp |
| Annual return | 11.07% | 22.76%-11.7pp | 579.32%-568.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $3,701 | $2,838+30.4% | $4,217-12.2% | $2,623+41.1% |
| Participant deferral / active EE | $11,533 | $4,598+150.8% | $7,025+64.2% | $4,346+165.4% |
| Admin fee / account holder | $6,938 | $1,545+349.0% | $6,858+1.2% | $1,942+257.3% |