Filed December 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,944 | $52,884-37.7% | $84,750-61.1% | $55,167-40.3% |
| Participation rate | 98.1% | 67.5%+30.5pp | 76.6%+21.5pp | 69.0%+29.1pp |
| Annual return | 623.52% | 18.03%+605.5pp | 22.78%+600.7pp | 169.23%+454.3pp |
| Employer contribution / active EE | $16,019 | $2,233+617.2% | $3,574+348.2% | $1,963+716.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $6,570 | $581+1031.3% | $5,332+23.2% | $504+1203.8% |