Filed January 25, 2007
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 | $92,231 | $81,900+12.6% | $119,609-22.9% | $68,494+34.7% |
| Participation rate | 98.8% | 71.9%+26.9pp | 79.3%+19.5pp | 67.9%+30.9pp |
| Annual return | -16.75% | -23.82%+7.1pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,583 | $2,693+33.0% | $4,232-15.3% | $2,596+38.0% |
| Participant deferral / active EE | $5,051 | $4,148+21.8% | $5,602-9.8% | $4,027+25.4% |
| Admin fee / account holder | $1,600 | $6,582-75.7% | $10,323-84.5% | $5,403-70.4% |