Filed June 8, 2009
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 | $19,996 | $84,233-76.3% | $170,442-88.3% | $70,131-71.5% |
| Participation rate | 82.8% | 70.8%+11.9pp | 83.6%-0.8pp | 69.5%+13.2pp |
| Annual return | 16.93% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,475 | $3,387-56.4% | $5,433-72.8% | $2,342-37.0% |
| Participant deferral / active EE | $3,125 | $3,086+1.3% | $4,939-36.7% | $3,332-6.2% |
| Admin fee / account holder | $1,149 | $5,698-79.8% | $13,880-91.7% | $4,645-75.3% |