Filed March 9, 2007 (most recent of 4 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 | $46,282 | $79,171-41.5% | $102,423-54.8% | $74,495-37.9% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 11.43% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,976 | $2,362-16.3% | $3,023-34.6% | $2,623-24.7% |
| Participant deferral / active EE | $3,597 | $4,415-18.5% | $5,053-28.8% | $4,346-17.2% |
| Admin fee / account holder | $7,305 | $2,001+265.1% | $9,451-22.7% | $1,942+276.2% |