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.)
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 | $190,804 | $91,190+109.2% | $178,490+6.9% | $79,858+138.9% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 17.82% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $5,251 | $3,256+61.3% | $5,011+4.8% | $2,471+112.5% |
| Participant deferral / active EE | $3,533 | $3,236+9.2% | $5,202-32.1% | $3,740-5.5% |
| Admin fee / account holder | $2,393 | $6,751-64.5% | $13,984-82.9% | $5,306-54.9% |