Filed July 23, 2007
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 | $154,620 | $87,870+76.0% | $113,168+36.6% | $74,304+108.1% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 16.02% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,746 | $2,277+152.3% | $2,975+93.1% | $2,241+156.4% |
| Participant deferral / active EE | $5,949 | $4,241+40.3% | $5,107+16.5% | $3,767+57.9% |
| Admin fee / account holder | $4,828 | $3,368+43.3% | $12,068-60.0% | $2,969+62.6% |