Filed August 20, 2009
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 | $176,778 | $54,705+223.1% | $71,209+148.3% | $84,808+108.4% |
| Participation rate | 96.9% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.6pp |
| Annual return | 17.59% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,571 | $2,158+111.8% | $2,721+68.0% | $2,631+73.8% |
| Participant deferral / active EE | $13,569 | $3,030+347.8% | $4,175+225.0% | $4,212+222.2% |
| Admin fee / account holder | $32,752 | $4,863+573.4% | $5,349+512.3% | $7,344+346.0% |