Filed December 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.
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 | $202,761 | $100,041+102.7% | $149,718+35.4% | $70,131+189.1% |
| Participation rate | 95.0% | 83.6%+11.4pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 17.60% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $9,781 | $3,662+167.1% | $5,445+79.6% | $2,342+317.6% |
| Participant deferral / active EE | $10,741 | $4,983+115.6% | $6,569+63.5% | $3,332+222.4% |
| Admin fee / account holder | $19,080 | $8,286+130.3% | $11,283+69.1% | $4,645+310.7% |