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.
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 | $165,111 | $102,317+61.4% | $146,958+12.4% | $80,856+104.2% |
| Participation rate | 82.5% | 75.8%+6.6pp | 82.2%+0.3pp | 67.6%+14.8pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,165 | $3,713-41.7% | $4,933-56.1% | $2,755-21.4% |
| Participant deferral / active EE | $8,192 | $6,644+23.3% | $8,070+1.5% | $4,296+90.7% |
| Admin fee / account holder | $3,415 | $7,941-57.0% | $12,998-73.7% | $6,918-50.6% |