Filed February 12, 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 | $55,117 | $81,460-32.3% | $103,333-46.7% | $80,856-31.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.00% | 25.55%-11.5pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,398 | $3,105-22.8% | $3,868-38.0% | $2,755-13.0% |
| Participant deferral / active EE | $5,206 | $3,869+34.6% | $5,057+2.9% | $4,296+21.2% |
| Admin fee / account holder | $2,276 | $6,566-65.3% | $8,355-72.8% | $6,918-67.1% |