Filed June 21, 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 | $33,778 | $94,529-64.3% | $140,016-75.9% | $64,186-47.4% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.3pp |
| Annual return | -2.59% | 7.77%-10.4pp | 651.12%-653.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,149 | $3,812-69.9% | $5,606-79.5% | $2,381-51.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,748 | $6,741+14.9% | $10,705-27.6% | $4,888+58.5% |