Filed April 9, 2007
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 | $62,042 | $63,114-1.7% | $92,893-33.2% | $65,185-4.8% |
| Participation rate | 94.7% | 68.8%+25.9pp | 76.0%+18.7pp | 70.2%+24.5pp |
| Annual return | 18.26% | 28.75%-10.5pp | 109.41%-91.2pp | 29.38%-11.1pp |
| Employer contribution / active EE | $2,622 | $2,571+2.0% | $3,653-28.2% | $2,177+20.4% |
| Participant deferral / active EE | $4,953 | $3,108+59.4% | $4,236+16.9% | $3,514+41.0% |
| Admin fee / account holder | $3,797 | $624+508.9% | $5,794-34.5% | $847+348.2% |