Filed December 27, 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 | $95,297 | $45,687+108.6% | $67,834+40.5% | - |
| Participation rate | 94.9% | 59.9%+35.0pp | 68.8%+26.2pp | - |
| Annual return | 8.94% | 24.25%-15.3pp | 138.47%-129.5pp | - |
| Employer contribution / active EE | $4,402 | $851+417.1% | $2,403+83.2% | - |
| Participant deferral / active EE | $4,062 | $1,936+109.8% | $3,160+28.6% | - |
| Admin fee / account holder | $5,395 | $7,721-30.1% | $4,622+16.7% | - |