Filed May 20, 2008 (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 | $67,518 | $46,674+44.7% | $117,472-42.5% | $68,494-1.4% |
| Participation rate | 90.4% | 56.8%+33.6pp | 70.6%+19.8pp | 67.9%+22.5pp |
| Annual return | -14.31% | -14.52%+0.2pp | 29.74%-44.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,331 | $1,505+54.9% | $4,176-44.2% | $2,596-10.2% |
| Participant deferral / active EE | $3,170 | $2,636+20.3% | $4,070-22.1% | $4,027-21.3% |
| Admin fee / account holder | $9,996 | $4,020+148.7% | $5,645+77.1% | $5,403+85.0% |