Filed May 9, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,834 | $54,350+41.4% | $82,719-7.1% | $68,494+12.2% |
| Participation rate | 95.8% | 63.9%+31.9pp | 72.6%+23.3pp | 67.9%+27.9pp |
| Annual return | -16.55% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,430 | $2,218+99.7% | $3,009+47.2% | $2,596+70.6% |
| Participant deferral / active EE | $4,592 | $3,246+41.5% | $4,395+4.5% | $4,027+14.0% |
| Admin fee / account holder | $6,449 | $4,395+46.7% | $5,329+21.0% | $5,403+19.4% |