Filed October 24, 2006 (most recent of 5 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 | $110,226 | $109,359+0.8% | $162,163-32.0% | $72,985+51.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.81% | 25.46%-4.6pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $4,333 | $3,907+10.9% | $5,614-22.8% | $2,440+77.6% |
| Participant deferral / active EE | $5,272 | $5,481-3.8% | $7,298-27.8% | $3,607+46.2% |
| Admin fee / account holder | $3,265 | $7,972-59.0% | $10,843-69.9% | $5,124-36.3% |