Filed November 27, 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.)
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 | $77,314 | $87,870-12.0% | $113,168-31.7% | $74,304+4.1% |
| Participation rate | 92.6% | 70.7%+21.9pp | 76.6%+16.0pp | 60.3%+32.3pp |
| Annual return | 73.58% | 26.44%+47.1pp | 24.27%+49.3pp | 29.43%+44.1pp |
| Employer contribution / active EE | $2,655 | $2,277+16.6% | $2,975-10.8% | $2,241+18.5% |
| Participant deferral / active EE | $6,079 | $4,241+43.3% | $5,107+19.0% | $3,767+61.4% |
| Admin fee / account holder | $7,248 | $3,368+115.2% | $12,068-39.9% | $2,969+144.1% |