Filed August 18, 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 | $166,087 | $122,239+35.9% | $184,203-9.8% | $74,495+123.0% |
| Participation rate | 78.2% | 85.5%-7.3pp | 86.8%-8.6pp | 67.2%+11.0pp |
| Annual return | 17.71% | 19.95%-2.2pp | 28.81%-11.1pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,886 | $4,537-36.4% | $6,427-55.1% | $2,623+10.0% |
| Participant deferral / active EE | $7,216 | $7,139+1.1% | $9,131-21.0% | $4,346+66.0% |
| Admin fee / account holder | $3,214 | $1,260+155.1% | $13,901-76.9% | $1,942+65.5% |