Filed March 5, 2007 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,342 | $100,041-78.7% | $149,718-85.7% | $70,131-69.6% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 19.98% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,534 | $3,662-58.1% | $5,445-71.8% | $2,342-34.5% |
| Participant deferral / active EE | $2,037 | $4,983-59.1% | $6,569-69.0% | $3,332-38.9% |
| Admin fee / account holder | $1,011 | $8,286-87.8% | $11,283-91.0% | $4,645-78.2% |