Filed September 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,586 | $511,364-89.1% | $162,163-65.7% | - |
| Participation rate | 85.9% | 87.5%-1.6pp | 87.6%-1.7pp | - |
| Annual return | 21.96% | 18.01%+3.9pp | 115.59%-93.6pp | - |
| Employer contribution / active EE | $1,323 | $2,842-53.5% | $5,614-76.4% | - |
| Participant deferral / active EE | $3,973 | $5,219-23.9% | $7,298-45.6% | - |
| Admin fee / account holder | $580 | $22,911-97.5% | $10,843-94.6% | - |