Filed July 14, 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 | $48,224 | $63,764-24.4% | $81,930-41.1% | $79,858-39.6% |
| Participation rate | 89.2% | 67.5%+21.7pp | 72.0%+17.2pp | 69.6%+19.5pp |
| Annual return | 27.60% | 22.66%+4.9pp | 29.49%-1.9pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,686 | $1,795-6.1% | $4,310-60.9% | $2,471-31.8% |
| Participant deferral / active EE | $2,586 | $2,780-7.0% | $7,107-63.6% | $3,740-30.9% |
| Admin fee / account holder | $5,624 | $4,426+27.0% | $5,158+9.0% | $5,306+6.0% |