Filed August 8, 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 | $48,888 | $51,466-5.0% | $78,778-37.9% | $62,292-21.5% |
| Participation rate | 94.1% | 59.8%+34.3pp | 69.2%+24.9pp | 69.5%+24.5pp |
| Annual return | 14.82% | 19.96%-5.1pp | 35.62%-20.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,003 | $827+21.2% | $1,986-49.5% | $2,042-50.9% |
| Participant deferral / active EE | $2,921 | $2,147+36.0% | $2,958-1.3% | $3,169-7.8% |
| Admin fee / account holder | $627 | $489+28.2% | $5,134-87.8% | $479+30.8% |