Filed February 22, 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 | $71,787 | $57,281+25.3% | $86,612-17.1% | $75,163-4.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.44% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $5,495 | $2,314+137.4% | $3,022+81.8% | $2,670+105.8% |
| Participant deferral / active EE | $7,843 | $3,318+136.4% | $4,438+76.7% | $4,125+90.1% |
| Admin fee / account holder | $2,366 | $4,112-42.4% | $5,614-57.8% | $5,651-58.1% |