Filed July 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,740 | $123,793+207.6% | $177,821+114.1% | $79,858+376.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 96.99% | 22.82%+74.2pp | 48.32%+48.7pp | 31.71%+65.3pp |
| Employer contribution / active EE | $11,532 | $4,095+181.6% | $5,918+94.8% | $2,471+366.7% |
| Participant deferral / active EE | $8,900 | $5,956+49.4% | $7,714+15.4% | $3,740+138.0% |
| Admin fee / account holder | $29,004 | $7,243+300.5% | $12,427+133.4% | $5,306+446.6% |