Filed September 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,485 | $102,382-45.8% | $147,005-62.3% | $80,874-31.4% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.4pp | 67.6%+15.0pp |
| Annual return | 14.37% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $521 | $3,715-86.0% | $4,934-89.4% | $2,756-81.1% |
| Participant deferral / active EE | $4,480 | $6,646-32.6% | $8,070-44.5% | $4,297+4.3% |
| Admin fee / account holder | $1,517 | $7,942-80.9% | $13,006-88.3% | $6,935-78.1% |