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 | $96,031 | $69,207+38.8% | $64,056+49.9% | $139,434-31.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.45% | 45.88%-29.4pp | 33.69%-17.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,174 | $3,182-0.3% | $2,747+15.6% | $4,751-33.2% |
| Participant deferral / active EE | $8,195 | $4,682+75.1% | $3,880+111.2% | $6,710+22.1% |
| Admin fee / account holder | $2,656 | $4,244-37.4% | $3,068-13.4% | $11,403-76.7% |