Filed November 20, 2008 (most recent of 4 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 | $93,693 | $148,978-37.1% | $200,582-53.3% | $84,808+10.5% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 17.39% | 28.16%-10.8pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,992 | $4,815+3.7% | $6,419-22.2% | $2,631+89.8% |
| Participant deferral / active EE | $5,502 | $7,142-23.0% | $9,331-41.0% | $4,212+30.6% |
| Admin fee / account holder | $4,476 | $13,977-68.0% | $16,305-72.5% | $7,344-39.0% |