Filed February 4, 2006 (most recent of 2 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 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 | $161,214 | $138,347+16.5% | $184,203-12.5% | $80,856+99.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.54% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $10,145 | $4,850+109.2% | $6,427+57.9% | $2,755+268.3% |
| Participant deferral / active EE | $5,962 | $7,071-15.7% | $9,131-34.7% | $4,296+38.8% |
| Admin fee / account holder | $5,377 | $10,483-48.7% | $13,901-61.3% | $6,918-22.3% |