Filed February 8, 2008 (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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,462 | $57,976-73.3% | $62,995-75.5% | $62,292-75.2% |
| Participation rate | 95.1% | 75.9%+19.2pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 67.69% | 17.54%+50.1pp | 87.57%-19.9pp | 28.90%+38.8pp |
| Employer contribution / active EE | $1,742 | $2,415-27.8% | $2,759-36.9% | $2,042-14.7% |
| Participant deferral / active EE | $4,939 | $2,956+67.1% | $3,329+48.3% | $3,169+55.9% |
| Admin fee / account holder | $346 | $276+25.5% | $3,600-90.4% | $479-27.8% |