Filed May 17, 2008 (most recent of 3 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 | $44,740 | $87,841-49.1% | $133,980-66.6% | $62,891-28.9% |
| Participation rate | 95.8% | 83.4%+12.4pp | 87.1%+8.7pp | 69.3%+26.5pp |
| Annual return | 6.63% | 12.05%-5.4pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,251 | $3,483-35.4% | $5,211-56.8% | $2,281-1.3% |
| Participant deferral / active EE | $2,534 | $4,812-47.3% | $6,282-59.7% | $3,203-20.9% |
| Admin fee / account holder | $618 | $5,371-88.5% | $9,324-93.4% | $4,296-85.6% |