Filed January 6, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,188 | $96,635+13.0% | $86,612+26.1% | $139,434-21.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 10.94% | 106.41%-95.5pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,952 | $3,263-9.5% | $3,022-2.3% | $4,751-37.9% |
| Participant deferral / active EE | $5,337 | $4,836+10.4% | $4,438+20.3% | $6,710-20.5% |
| Admin fee / account holder | $74,283 | $6,408+1059.3% | $5,614+1223.1% | $11,403+551.5% |