Filed May 18, 2006 (most recent of 2 filings on file)
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 | $84,630 | $132,049-35.9% | $200,582-57.8% | $74,304+13.9% |
| Participation rate | 92.0% | 84.1%+7.9pp | 86.9%+5.1pp | 60.3%+31.7pp |
| Annual return | 16.97% | 22.22%-5.2pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,994 | $4,558-56.3% | $6,419-68.9% | $2,241-11.0% |
| Participant deferral / active EE | $3,975 | $7,213-44.9% | $9,331-57.4% | $3,767+5.5% |
| Admin fee / account holder | $2,078 | $2,405-13.6% | $16,305-87.3% | $2,969-30.0% |