Filed June 8, 2009 (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.
Employer 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.)
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 | $71,474 | $109,359-34.6% | $162,163-55.9% | $72,985-2.1% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.6%+3.7pp | 69.5%+21.8pp |
| Annual return | 21.30% | 25.46%-4.2pp | 115.59%-94.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,093 | $3,907-72.0% | $5,614-80.5% | $2,440-55.2% |
| Participant deferral / active EE | $3,931 | $5,481-28.3% | $7,298-46.1% | $3,607+9.0% |
| Admin fee / account holder | $3,792 | $7,972-52.4% | $10,843-65.0% | $5,124-26.0% |