Filed January 6, 2006 (most recent of 3 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 | $141,491 | $125,758+12.5% | $169,993-16.8% | $75,163+88.2% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 19.65% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,790 | $4,615+25.5% | $6,785-14.7% | $2,670+116.9% |
| Participant deferral / active EE | $4,193 | $6,837-38.7% | $10,408-59.7% | $4,125+1.7% |
| Admin fee / account holder | $5,515 | $8,173-32.5% | $12,815-57.0% | $5,651-2.4% |