Filed September 4, 2009
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 6-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 | $79,581 | $57,354+38.8% | $83,848-5.1% | $64,186+24.0% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -2.00% | 11.38%-13.4pp | 850.88%-852.9pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,130 | $2,545-55.6% | $3,631-68.9% | $2,381-52.5% |
| Participant deferral / active EE | $4,103 | $2,993+37.1% | $4,082+0.5% | $3,470+18.3% |
| Admin fee / account holder | $1,711 | $4,046-57.7% | $5,478-68.8% | $4,888-65.0% |