Filed August 6, 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 | $56,442 | $53,596+5.3% | $90,645-37.7% | $64,186-12.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -1.15% | 4.41%-5.6pp | 1.88%-3.0pp | 7.63%-8.8pp |
| Employer contribution / active EE | $6,560 | $1,503+336.5% | $2,532+159.1% | $2,381+175.5% |
| Participant deferral / active EE | $4,055 | $2,459+64.9% | $3,425+18.4% | $3,470+16.9% |
| Admin fee / account holder | $33,282 | $3,868+760.5% | $4,994+566.5% | $4,888+580.9% |