Filed August 9, 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 7-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 | $111,736 | $45,035+148.1% | $62,995+77.4% | $70,131+59.3% |
| Participation rate | 76.1% | 69.5%+6.6pp | 74.8%+1.3pp | 69.5%+6.5pp |
| Annual return | 13.33% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,151 | $2,051+4.9% | $2,759-22.0% | $2,342-8.2% |
| Participant deferral / active EE | $3,213 | $2,465+30.4% | $3,329-3.5% | $3,332-3.6% |
| Admin fee / account holder | $15,670 | $2,834+452.9% | $3,600+335.3% | $4,645+237.3% |