Filed May 8, 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 | $47,107 | $59,805-21.2% | $79,550-40.8% | $68,494-31.2% |
| Participation rate | 92.6% | 61.1%+31.5pp | 69.5%+23.1pp | 67.9%+24.7pp |
| Annual return | 5.27% | -12.30%+17.6pp | 0.16%+5.1pp | -7.84%+13.1pp |
| Employer contribution / active EE | $1,053 | $1,505-30.0% | $2,413-56.4% | $2,596-59.4% |
| Participant deferral / active EE | $4,551 | $3,024+50.5% | $3,985+14.2% | $4,027+13.0% |
| Admin fee / account holder | $2,566 | $4,835-46.9% | $6,832-62.4% | $5,403-52.5% |