Filed July 15, 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 | $138,554 | $62,586+121.4% | $76,768+80.5% | $64,186+115.9% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+22.0pp | 69.6%+29.4pp |
| Annual return | -2.60% | -1.95%-0.7pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,773 | $1,832-3.2% | $2,485-28.7% | $2,381-25.5% |
| Participant deferral / active EE | $3,361 | $3,145+6.9% | $3,852-12.7% | $3,470-3.1% |
| Admin fee / account holder | $8,700 | $4,667+86.4% | $6,675+30.3% | $4,888+78.0% |