Filed April 23, 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 | $120,104 | $81,947+46.6% | $105,387+14.0% | $72,985+64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.21% | 42.90%-17.7pp | 26.82%-1.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $14,101 | $3,468+306.6% | $4,213+234.7% | $2,440+477.9% |
| Participant deferral / active EE | $10,318 | $4,494+129.6% | $5,502+87.5% | $3,607+186.0% |
| Admin fee / account holder | $17,569 | $6,258+180.7% | $6,559+167.9% | $5,124+242.8% |