Filed April 11, 2006 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,390 | $59,107+74.9% | $86,436+19.6% | $68,494+50.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.15% | -0.23%-18.9pp | 4394.89%-4414.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,977 | $2,519+97.6% | $3,769+32.1% | $2,596+91.7% |
| Participant deferral / active EE | $4,452 | $5,901-24.6% | $6,952-36.0% | $4,027+10.5% |
| Admin fee / account holder | $1,117 | $5,637-80.2% | $6,731-83.4% | $5,403-79.3% |