Filed December 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 5-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 | $139,162 | $71,370+95.0% | $78,805+76.6% | $71,370+95.0% |
| Participation rate | 80.6% | 55.1%+25.4pp | 73.6%+7.0pp | 55.1%+25.4pp |
| Annual return | 13.34% | 15.87%-2.5pp | -2.71%+16.0pp | 15.87%-2.5pp |
| Employer contribution / active EE | $2,078 | $1,874+10.9% | $4,059-48.8% | $1,874+10.9% |
| Participant deferral / active EE | $4,744 | $2,656+78.6% | $3,584+32.3% | $2,656+78.6% |
| Admin fee / account holder | $12,037 | $6,050+98.9% | $5,677+112.0% | $6,050+98.9% |