Filed March 29, 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 | $25,901 | $45,073-42.5% | $69,455-62.7% | $72,985-64.5% |
| Participation rate | 85.9% | 68.5%+17.4pp | 74.6%+11.3pp | 69.5%+16.4pp |
| Annual return | 19.78% | 22.65%-2.9pp | 28.97%-9.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,579 | $2,054-23.1% | $2,779-43.2% | $2,440-35.3% |
| Participant deferral / active EE | $2,104 | $2,602-19.1% | $3,535-40.5% | $3,607-41.7% |
| Admin fee / account holder | $1,163 | $3,056-61.9% | $3,839-69.7% | $5,124-77.3% |