Filed February 22, 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 | $54,717 | $49,173+11.3% | $121,098-54.8% | $75,163-27.2% |
| Participation rate | 97.1% | 55.4%+41.7pp | 69.5%+27.6pp | 67.2%+29.9pp |
| Annual return | 20.74% | 55.99%-35.2pp | 985.75%-965.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,489 | $1,546+125.8% | $4,164-16.2% | $2,670+30.7% |
| Participant deferral / active EE | $7,523 | $2,628+186.3% | $4,080+84.4% | $4,125+82.4% |
| Admin fee / account holder | $5,328 | $3,942+35.2% | $5,644-5.6% | $5,651-5.7% |