Filed January 16, 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 | $147,554 | $138,347+6.7% | $184,203-19.9% | $80,856+82.5% |
| Participation rate | 89.9% | 83.9%+6.0pp | 86.8%+3.1pp | 67.6%+22.2pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,452 | $4,850+12.4% | $6,427-15.2% | $2,755+97.9% |
| Participant deferral / active EE | $4,535 | $7,071-35.9% | $9,131-50.3% | $4,296+5.6% |
| Admin fee / account holder | $8,714 | $10,483-16.9% | $13,901-37.3% | $6,918+26.0% |