Filed January 9, 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 | $19,777 | $64,480-69.3% | $81,382-75.7% | $80,856-75.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.12% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,024 | $1,978-48.2% | $2,463-58.4% | $2,755-62.8% |
| Participant deferral / active EE | $3,514 | $3,094+13.6% | $3,883-9.5% | $4,296-18.2% |
| Admin fee / account holder | $2,072 | $5,671-63.5% | $5,768-64.1% | $6,918-70.1% |