Filed August 2, 2007 (most recent of 2 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 | $66,980 | $77,813-13.9% | $123,544-45.8% | $64,186+4.4% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -4.84% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,742 | $3,014+90.5% | $4,628+24.1% | $2,381+141.2% |
| Participant deferral / active EE | $6,352 | $5,240+21.2% | $6,426-1.1% | $3,470+83.1% |
| Admin fee / account holder | $2,830 | $5,519-48.7% | $9,284-69.5% | $4,888-42.1% |