Filed June 8, 2009 (most recent of 2 filings on file)
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 | $66,852 | $57,065+17.2% | $75,670-11.7% | $70,131-4.7% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.3%+24.6pp | 69.5%+27.4pp |
| Annual return | 14.63% | 23.57%-8.9pp | 27.34%-12.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3,971 | $1,817+118.6% | $2,352+68.9% | $2,342+69.5% |
| Participant deferral / active EE | $5,028 | $2,580+94.9% | $3,142+60.0% | $3,332+50.9% |
| Admin fee / account holder | $5,527 | $3,825+44.5% | $5,800-4.7% | $4,645+19.0% |