Filed June 28, 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 | $133,169 | $62,672+112.5% | $185,117-28.1% | $70,131+89.9% |
| Participation rate | 90.0% | 63.8%+26.2pp | 77.3%+12.7pp | 69.5%+20.5pp |
| Annual return | 14.88% | 40.79%-25.9pp | 40.50%-25.6pp | 73.14%-58.3pp |
| Employer contribution / active EE | $10,624 | $1,753+506.0% | $4,182+154.1% | $2,342+353.5% |
| Participant deferral / active EE | $8,203 | $3,272+150.7% | $5,045+62.6% | $3,332+146.2% |
| Admin fee / account holder | $8,637 | $3,932+119.7% | $8,159+5.9% | $4,645+85.9% |