Filed August 8, 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 | $110,670 | $72,277+53.1% | $101,248+9.3% | $79,858+38.6% |
| Participation rate | 90.4% | 68.5%+21.9pp | 75.8%+14.6pp | 69.6%+20.7pp |
| Annual return | 23.92% | 22.30%+1.6pp | 46.47%-22.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $7,067 | $2,692+162.6% | $3,660+93.1% | $2,471+186.0% |
| Participant deferral / active EE | $2,159 | $3,282-34.2% | $4,370-50.6% | $3,740-42.3% |
| Admin fee / account holder | $2,635 | $4,400-40.1% | $5,945-55.7% | $5,306-50.3% |