Filed October 29, 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 | $63,080 | $74,089-14.9% | $133,980-52.9% | $55,167+14.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.74% | 12.11%-4.4pp | 29.30%-21.6pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,298 | $3,064-57.6% | $5,211-75.1% | $1,963-33.8% |
| Participant deferral / active EE | $3,101 | $4,678-33.7% | $6,282-50.6% | $3,054+1.5% |
| Admin fee / account holder | $3,995 | $458+772.1% | $9,324-57.2% | $504+692.9% |