Filed November 14, 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 | $76,084 | $48,570+56.6% | $130,648-41.8% | $72,985+4.2% |
| Participation rate | 87.5% | 58.6%+28.9pp | 71.7%+15.8pp | 69.5%+18.0pp |
| Annual return | 18.66% | 38.63%-20.0pp | 1708.96%-1690.3pp | 81.00%-62.3pp |
| Employer contribution / active EE | $383 | $1,334-71.3% | $4,092-90.6% | $2,440-84.3% |
| Participant deferral / active EE | $5,588 | $2,384+134.4% | $3,603+55.1% | $3,607+54.9% |
| Admin fee / account holder | $1,678 | $3,549-52.7% | $5,464-69.3% | $5,124-67.3% |