Filed September 14, 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 | $29,382 | $61,660-52.3% | $80,019-63.3% | $64,186-54.2% |
| Participation rate | 95.5% | 71.7%+23.8pp | 75.8%+19.6pp | 69.6%+25.9pp |
| Annual return | -5.61% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $387 | $1,810-78.6% | $2,468-84.3% | $2,381-83.8% |
| Participant deferral / active EE | $2,752 | $2,968-7.3% | $3,686-25.3% | $3,470-20.7% |
| Admin fee / account holder | $1,872 | $5,417-65.4% | $6,521-71.3% | $4,888-61.7% |