Filed May 31, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 93-1249395 | Advisory (Participants) | $19,055 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,720 | $63,861+40.5% | $104,607-14.2% | $79,858+12.3% |
| Participation rate | 91.3% | 64.9%+26.3pp | 74.1%+17.2pp | 69.6%+21.6pp |
| Annual return | 3.05% | 21.30%-18.2pp | 340.46%-337.4pp | 31.71%-28.7pp |
| Employer contribution / active EE | $1,565 | $1,588-1.4% | $2,681-41.6% | $2,471-36.6% |
| Participant deferral / active EE | $2,935 | $2,693+9.0% | $3,740-21.5% | $3,740-21.5% |
| Admin fee / account holder | $683 | $4,185-83.7% | $6,473-89.4% | $5,306-87.1% |