Filed February 11, 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 | $109,745 | $89,739+22.3% | $149,718-26.7% | $62,292+76.2% |
| Participation rate | 78.3% | 85.1%-6.8pp | 87.1%-8.7pp | 69.5%+8.8pp |
| Annual return | 16.69% | 21.01%-4.3pp | 1501.63%-1484.9pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,633 | $3,233-18.6% | $5,445-51.7% | $2,042+28.9% |
| Participant deferral / active EE | $4,038 | $4,797-15.8% | $6,569-38.5% | $3,169+27.4% |
| Admin fee / account holder | $7,397 | $551+1241.9% | $11,283-34.4% | $479+1443.2% |