Filed August 6, 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 | $68,685 | $125,758-45.4% | $169,993-59.6% | $75,163-8.6% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 17.63% | 27.20%-9.6pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $5,123 | $4,615+11.0% | $6,785-24.5% | $2,670+91.9% |
| Participant deferral / active EE | $4,316 | $6,837-36.9% | $10,408-58.5% | $4,125+4.6% |
| Admin fee / account holder | $3,596 | $8,173-56.0% | $12,815-71.9% | $5,651-36.4% |