Filed May 10, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,607 | $67,331+21.2% | $60,874+34.1% | $134,475-39.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.65% | 49.93%-64.6pp | 16.90%-31.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,445 | $3,096-21.0% | $2,701-9.5% | $4,740-48.4% |
| Participant deferral / active EE | $6,377 | $4,538+40.5% | $3,817+67.1% | $6,400-0.4% |
| Admin fee / account holder | $7,918 | $4,582+72.8% | $3,224+145.6% | $11,426-30.7% |