Filed June 28, 2006 (most recent of 4 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 | $195,680 | $95,416+105.1% | $185,823+5.3% | $85,850+127.9% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 13.32% | 23.59%-10.3pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $9,980 | $3,314+201.2% | $5,167+93.1% | $2,565+289.1% |
| Participant deferral / active EE | $7,068 | $3,423+106.5% | $5,568+26.9% | $3,952+78.9% |
| Admin fee / account holder | $35,393 | $7,213+390.7% | $16,237+118.0% | $6,260+465.4% |