Filed May 28, 2008
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 | $96,382 | $39,122+146.4% | $57,179+68.6% | $62,891+53.3% |
| Participation rate | 95.3% | 70.5%+24.8pp | 75.3%+20.0pp | 69.3%+26.0pp |
| Annual return | 5.96% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,867 | $1,874+213.0% | $2,682+118.7% | $2,281+157.2% |
| Participant deferral / active EE | $7,362 | $2,374+210.2% | $3,096+137.8% | $3,203+129.9% |
| Admin fee / account holder | $6,886 | $2,592+165.6% | $3,139+119.4% | $4,296+60.3% |