Filed July 16, 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 | $139,806 | $138,347+1.1% | $184,203-24.1% | $80,856+72.9% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 19.98% | 20.02%0pp | 28.81%-8.8pp | 35.59%-15.6pp |
| Employer contribution / active EE | $4,162 | $4,850-14.2% | $6,427-35.2% | $2,755+51.1% |
| Participant deferral / active EE | $10,229 | $7,071+44.7% | $9,131+12.0% | $4,296+138.1% |
| Admin fee / account holder | $3,129 | $10,483-70.2% | $13,901-77.5% | $6,918-54.8% |