Filed February 21, 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 | $26,404 | $49,173-46.3% | $121,098-78.2% | $75,163-64.9% |
| Participation rate | 73.0% | 55.4%+17.6pp | 69.5%+3.5pp | 67.2%+5.8pp |
| Annual return | 21.16% | 55.99%-34.8pp | 985.75%-964.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,252 | $1,546-19.0% | $4,164-69.9% | $2,670-53.1% |
| Participant deferral / active EE | $4,066 | $2,628+54.8% | $4,080-0.3% | $4,125-1.4% |
| Admin fee / account holder | $3,526 | $3,942-10.5% | $5,644-37.5% | $5,651-37.6% |