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 | $91,806 | $123,793-25.8% | $177,821-48.4% | $79,858+15.0% |
| Participation rate | 98.6% | 84.7%+14.0pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 11.79% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,054 | $4,095-1.0% | $5,918-31.5% | $2,471+64.1% |
| Participant deferral / active EE | $5,999 | $5,956+0.7% | $7,714-22.2% | $3,740+60.4% |
| Admin fee / account holder | $11,590 | $7,243+60.0% | $12,427-6.7% | $5,306+118.4% |