Filed June 17, 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 | $37,070 | $38,969-4.9% | $109,313-66.1% | $55,167-32.8% |
| Participation rate | 83.0% | 58.2%+24.8pp | 71.3%+11.8pp | 69.0%+14.0pp |
| Annual return | 10.20% | 8.26%+1.9pp | 22.07%-11.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,092 | $1,227-10.9% | $3,892-71.9% | $1,963-44.3% |
| Participant deferral / active EE | $2,529 | $2,176+16.2% | $3,166-20.1% | $3,054-17.2% |
| Admin fee / account holder | $870 | $501+73.7% | $5,666-84.6% | $504+72.8% |