Filed August 5, 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 | $132,606 | $58,726+125.8% | $92,233+43.8% | $62,292+112.9% |
| Participation rate | 79.6% | 68.3%+11.3pp | 76.5%+3.1pp | 69.5%+10.1pp |
| Annual return | 22.09% | 43.62%-21.5pp | 176.28%-154.2pp | 28.90%-6.8pp |
| Employer contribution / active EE | $1,852 | $2,392-22.6% | $3,679-49.7% | $2,042-9.3% |
| Participant deferral / active EE | $5,919 | $2,766+114.0% | $3,897+51.9% | $3,169+86.8% |
| Admin fee / account holder | $11,017 | $556+1879.9% | $5,194+112.1% | $479+2198.4% |