Filed June 14, 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 | $56,792 | $48,335+17.5% | $121,098-53.1% | $71,457-20.5% |
| Participation rate | 76.6% | 54.3%+22.3pp | 69.5%+7.1pp | 67.9%+8.6pp |
| Annual return | 21.30% | 23.32%-2.0pp | 985.75%-964.4pp | 28.85%-7.5pp |
| Employer contribution / active EE | $2,792 | $1,489+87.5% | $4,164-32.9% | $2,588+7.9% |
| Participant deferral / active EE | $4,528 | $2,754+64.4% | $4,080+11.0% | $4,289+5.6% |
| Admin fee / account holder | $2,552 | $1,841+38.7% | $5,644-54.8% | $1,587+60.8% |