Filed August 27, 2008
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 | $71,387 | $270,840-73.6% | $140,016-49.0% | - |
| Participation rate | 94.9% | 81.0%+14.0pp | 87.5%+7.5pp | - |
| Annual return | -5.61% | 3.44%-9.0pp | 651.12%-656.7pp | - |
| Employer contribution / active EE | $1,327 | $2,598-48.9% | $5,606-76.3% | - |
| Participant deferral / active EE | $7,248 | $3,773+92.1% | $6,927+4.6% | - |
| Admin fee / account holder | $640 | $13,391-95.2% | $10,705-94.0% | - |