Filed May 15, 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 | $73,875 | $110,094-32.9% | $151,611-51.3% | $68,494+7.9% |
| Participation rate | 98.8% | 84.0%+14.8pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | 2.80% | -10.12%+12.9pp | 3.33%-0.5pp | -7.84%+10.6pp |
| Employer contribution / active EE | $2,882 | $4,471-35.5% | $6,166-53.3% | $2,596+11.0% |
| Participant deferral / active EE | $5,500 | $6,527-15.7% | $8,363-34.2% | $4,027+36.6% |
| Admin fee / account holder | $10,757 | $7,719+39.4% | $11,616-7.4% | $5,403+99.1% |