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 | $363,044 | $125,758+188.7% | $169,993+113.6% | $75,163+383.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.32% | 27.20%-8.9pp | 53.37%-35.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $11,455 | $4,615+148.2% | $6,785+68.8% | $2,670+329.1% |
| Participant deferral / active EE | $9,743 | $6,837+42.5% | $10,408-6.4% | $4,125+136.2% |
| Admin fee / account holder | $20,826 | $8,173+154.8% | $12,815+62.5% | $5,651+268.5% |