Filed March 8, 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 | $43,550 | $94,529-53.9% | $140,016-68.9% | $64,186-32.2% |
| Participation rate | 98.5% | 84.1%+14.4pp | 87.5%+11.0pp | 69.6%+29.0pp |
| Annual return | -3.55% | 7.77%-11.3pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,457 | $3,812-9.3% | $5,606-38.3% | $2,381+45.2% |
| Participant deferral / active EE | $3,604 | $5,250-31.3% | $6,927-48.0% | $3,470+3.9% |
| Admin fee / account holder | $10,985 | $6,741+63.0% | $10,705+2.6% | $4,888+124.7% |