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 | $40,143 | $58,828-31.8% | $77,999-48.5% | $62,891-36.2% |
| Participation rate | 95.8% | 71.1%+24.8pp | 75.5%+20.3pp | 69.3%+26.5pp |
| Annual return | 18.23% | 17.16%+1.1pp | 425.96%-407.7pp | 20.14%-1.9pp |
| Employer contribution / active EE | $1,571 | $1,672-6.0% | $2,470-36.4% | $2,281-31.1% |
| Participant deferral / active EE | $2,749 | $2,686+2.4% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $2,858 | $4,393-34.9% | $5,480-47.8% | $4,296-33.5% |