Filed August 8, 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 9-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 13 · EIN 42-0127290 | Contract Administrator | $64,564 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,056 | $84,487+58.7% | $125,339+7.0% | $66,914+100.3% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.7pp | 69.8%+28.2pp |
| Annual return | -8.24% | -8.39%+0.2pp | 572.05%-580.3pp | 1.58%-9.8pp |
| Employer contribution / active EE | $2,843 | $3,553-20.0% | $4,814-40.9% | $2,544+11.7% |
| Participant deferral / active EE | $7,241 | $6,781+6.8% | $7,446-2.8% | $4,237+70.9% |
| Admin fee / account holder | $336 | $685-51.0% | $10,010-96.6% | $593-43.4% |