Filed May 10, 2006 (most recent of 3 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 6-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 | $21,788 | $36,767-40.7% | $81,478-73.3% | $62,292-65.0% |
| Participation rate | 98.5% | 54.4%+44.1pp | 68.0%+30.5pp | 69.5%+29.0pp |
| Annual return | 14.39% | 173.80%-159.4pp | 38.78%-24.4pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,263 | $1,128+12.0% | $2,568-50.8% | $2,042-38.1% |
| Participant deferral / active EE | $1,672 | $2,111-20.8% | $3,537-52.7% | $3,169-47.2% |
| Admin fee / account holder | $383 | $797-51.9% | $4,561-91.6% | $479-20.0% |