Filed January 23, 2006 (most recent of 2 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 | $199,186 | $66,310+200.4% | $93,606+112.8% | $65,185+205.6% |
| Participation rate | 88.7% | 74.0%+14.7pp | 75.8%+12.9pp | 70.2%+18.5pp |
| Annual return | 21.67% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $7,255 | $2,012+260.6% | $2,718+166.9% | $2,177+233.3% |
| Participant deferral / active EE | $7,185 | $3,342+115.0% | $4,069+76.6% | $3,514+104.5% |
| Admin fee / account holder | $19,119 | $6,897+177.2% | $7,888+142.4% | $847+2157.0% |