Filed January 25, 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,192 | $58,927-57.2% | $76,817-67.2% | $72,985-65.5% |
| Participation rate | 87.4% | 67.3%+20.0pp | 72.1%+15.3pp | 69.5%+17.9pp |
| Annual return | 26.22% | 2305.64%-2279.4pp | 1166.11%-1139.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $460 | $1,787-74.3% | $2,302-80.0% | $2,440-81.2% |
| Participant deferral / active EE | $655 | $2,690-75.7% | $3,336-80.4% | $3,607-81.8% |
| Admin fee / account holder | $2,504 | $4,013-37.6% | $6,420-61.0% | $5,124-51.1% |