Filed April 26, 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 | $74,345 | $73,102+1.7% | $123,544-39.8% | $56,287+32.1% |
| Participation rate | 84.5% | 74.3%+10.2pp | 82.3%+2.2pp | 69.9%+14.6pp |
| Annual return | -3.03% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,027 | $2,977-31.9% | $4,628-56.2% | $2,111-4.0% |
| Participant deferral / active EE | $5,595 | $5,423+3.2% | $6,426-12.9% | $3,350+67.0% |
| Admin fee / account holder | $7,460 | $554+1247.2% | $9,284-19.6% | $521+1332.0% |