Filed October 27, 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 | $82,812 | $146,267-43.4% | $197,124-58.0% | $82,448+0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.56% | 29.61%-8.1pp | 44.34%-22.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,797 | $4,723-40.8% | $6,227-55.1% | $2,551+9.6% |
| Participant deferral / active EE | $5,165 | $7,035-26.6% | $9,135-43.5% | $4,139+24.8% |
| Admin fee / account holder | $3,182 | $14,422-77.9% | $16,298-80.5% | $7,234-56.0% |