Filed July 27, 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 | $122,988 | $80,753+52.3% | $136,294-9.8% | $62,292+97.4% |
| Participation rate | 74.6% | 73.5%+1.0pp | 81.9%-7.4pp | 69.5%+5.0pp |
| Annual return | 17.80% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,551 | $2,884-11.5% | $4,695-45.7% | $2,042+24.9% |
| Participant deferral / active EE | $5,811 | $5,164+12.5% | $6,247-7.0% | $3,169+83.4% |
| Admin fee / account holder | $10,430 | $525+1885.1% | $9,243+12.8% | $479+2075.9% |