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 | $104,543 | $70,756+47.8% | $65,493+59.6% | $142,382-26.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.51% | 1754.89%-1740.4pp | 982.45%-967.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,295 | $2,881-20.3% | $2,574-10.8% | $4,299-46.6% |
| Participant deferral / active EE | $8,578 | $4,637+85.0% | $3,961+116.5% | $6,507+31.8% |
| Admin fee / account holder | $12,408 | $6,559+89.2% | $5,028+146.8% | $12,624-1.7% |