Filed May 10, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,980 | $81,632+18.8% | $70,449+37.7% | $158,922-39.0% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 14.72% | 208.40%-193.7pp | 109.03%-94.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,492 | $3,217+70.7% | $2,737+100.7% | $4,761+15.4% |
| Participant deferral / active EE | $8,158 | $4,554+79.1% | $3,709+120.0% | $5,982+36.4% |
| Admin fee / account holder | $2,888 | $6,193-53.4% | $3,845-24.9% | $11,246-74.3% |