Filed June 16, 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 | $152,735 | $48,076+217.7% | $78,689+94.1% | $62,891+142.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.25% | 31.35%-21.1pp | 62.18%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $21,113 | $2,015+947.9% | $2,851+640.6% | $2,281+825.6% |
| Participant deferral / active EE | $4,731 | $2,588+82.8% | $3,517+34.5% | $3,203+47.7% |
| Admin fee / account holder | $1,054 | $3,207-67.1% | $4,510-76.6% | $4,296-75.5% |