Filed August 2, 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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,490 | $77,634+43.6% | $156,549-28.8% | $62,891+77.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.30% | 50.32%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $4,246 | $3,444+23.3% | $5,501-22.8% | $2,281+86.1% |
| Participant deferral / active EE | $2,762 | $3,045-9.3% | $4,871-43.3% | $3,203-13.8% |
| Admin fee / account holder | $76,175 | $5,561+1269.8% | $13,027+484.7% | $4,296+1673.3% |