Filed April 13, 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 | $59,180 | $77,813-23.9% | $123,544-52.1% | $64,186-7.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.13% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,066 | $3,014+1.7% | $4,628-33.7% | $2,381+28.8% |
| Participant deferral / active EE | $2,731 | $5,240-47.9% | $6,426-57.5% | $3,470-21.3% |
| Admin fee / account holder | $1,573 | $5,519-71.5% | $9,284-83.1% | $4,888-67.8% |