Filed December 23, 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 | $98,440 | $58,828+67.3% | $77,999+26.2% | $62,891+56.5% |
| Participation rate | 91.5% | 71.1%+20.4pp | 75.5%+15.9pp | 69.3%+22.2pp |
| Annual return | 5.71% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,410 | $1,672+104.0% | $2,470+38.1% | $2,281+49.5% |
| Participant deferral / active EE | $7,669 | $2,686+185.6% | $3,497+119.3% | $3,203+139.5% |
| Admin fee / account holder | $5,146 | $4,393+17.1% | $5,480-6.1% | $4,296+19.8% |