Filed March 15, 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 | $214,468 | $59,097+262.9% | $82,389+160.3% | $74,304+188.6% |
| Participation rate | 91.7% | 52.8%+39.0pp | 69.5%+22.2pp | 60.3%+31.4pp |
| Annual return | 56.18% | 22.85%+33.3pp | 28.67%+27.5pp | 29.43%+26.8pp |
| Employer contribution / active EE | $5,081 | $1,601+217.4% | $2,517+101.9% | $2,241+126.7% |
| Participant deferral / active EE | $8,405 | $2,775+202.8% | $4,155+102.3% | $3,767+123.1% |
| Admin fee / account holder | $17,506 | $4,489+289.9% | $7,231+142.1% | $2,969+489.7% |