Filed May 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,811 | $80,724+228.0% | $103,333+156.3% | $74,495+255.5% |
| Participation rate | 91.0% | 65.7%+25.3pp | 74.5%+16.5pp | 67.2%+23.8pp |
| Annual return | 11.04% | 27.56%-16.5pp | 24.88%-13.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $16,273 | $3,157+415.4% | $3,868+320.7% | $2,623+520.4% |
| Participant deferral / active EE | $6,865 | $3,860+77.8% | $5,057+35.7% | $4,346+58.0% |
| Admin fee / account holder | $26,171 | $2,368+1005.2% | $8,355+213.3% | $1,942+1247.8% |