Filed February 29, 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.
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 | $59,855 | $64,480-7.2% | $81,382-26.5% | $80,856-26.0% |
| Participation rate | 95.5% | 63.9%+31.6pp | 69.5%+26.0pp | 67.6%+27.9pp |
| Annual return | 21.75% | 16.34%+5.4pp | 24.73%-3.0pp | 35.59%-13.8pp |
| Employer contribution / active EE | $997 | $1,978-49.6% | $2,463-59.5% | $2,755-63.8% |
| Participant deferral / active EE | $2,071 | $3,094-33.0% | $3,883-46.7% | $4,296-51.8% |
| Admin fee / account holder | $5,876 | $5,671+3.6% | $5,768+1.9% | $6,918-15.1% |