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 | $123,602 | $70,475+75.4% | $100,516+23.0% | $79,858+54.8% |
| Participation rate | 78.8% | 73.7%+5.2pp | 79.4%-0.6pp | 69.6%+9.2pp |
| Annual return | 19.59% | 21.90%-2.3pp | 30.89%-11.3pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,095 | $2,165-49.4% | $3,418-68.0% | $2,471-55.7% |
| Participant deferral / active EE | $7,205 | $5,181+39.1% | $6,270+14.9% | $3,740+92.7% |
| Admin fee / account holder | $3,267 | $4,478-27.0% | $8,081-59.6% | $5,306-38.4% |