Filed April 2, 2008 (most recent of 4 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 | $65,252 | $94,529-31.0% | $140,016-53.4% | $64,186+1.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.39% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,262 | $3,812-40.7% | $5,606-59.6% | $2,381-5.0% |
| Participant deferral / active EE | $4,157 | $5,250-20.8% | $6,927-40.0% | $3,470+19.8% |
| Admin fee / account holder | $10,030 | $6,741+48.8% | $10,705-6.3% | $4,888+105.2% |