Filed July 23, 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 | $238,666 | $82,882+188.0% | $127,761+86.8% | $72,985+227.0% |
| Participation rate | 94.6% | 71.5%+23.1pp | 79.0%+15.6pp | 69.5%+25.1pp |
| Annual return | 23.25% | 32.20%-8.9pp | 26.14%-2.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $6,813 | $3,346+103.6% | $4,574+49.0% | $2,440+179.2% |
| Participant deferral / active EE | $8,228 | $4,791+71.7% | $6,021+36.6% | $3,607+128.1% |
| Admin fee / account holder | $2,032 | $6,487-68.7% | $9,395-78.4% | $5,124-60.3% |