Filed June 12, 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 | $44,818 | $57,281-21.8% | $86,612-48.3% | $75,163-40.4% |
| Participation rate | 94.0% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 18.57% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,601 | $2,314+12.4% | $3,022-14.0% | $2,670-2.6% |
| Participant deferral / active EE | $2,770 | $3,318-16.5% | $4,438-37.6% | $4,125-32.9% |
| Admin fee / account holder | $3,038 | $4,112-26.1% | $5,614-45.9% | $5,651-46.2% |