Filed July 29, 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 | $30,592 | $58,264-47.5% | $86,612-64.7% | $71,457-57.2% |
| Participation rate | 72.3% | 65.0%+7.3pp | 71.7%+0.6pp | 67.9%+4.4pp |
| Annual return | 17.32% | 21.63%-4.3pp | 591.07%-573.7pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,246 | $2,574-51.6% | $3,022-58.8% | $2,588-51.8% |
| Participant deferral / active EE | $2,311 | $3,436-32.7% | $4,438-47.9% | $4,289-46.1% |
| Admin fee / account holder | $1,088 | $1,057+3.0% | $5,614-80.6% | $1,587-31.4% |