Filed November 26, 2008 (most recent of 2 filings on file)
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.)
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 | $245,684 | $89,652+174.0% | $141,162+74.0% | $65,185+276.9% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.5%+11.7pp | 70.2%+24.0pp |
| Annual return | 21.08% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $14,716 | $3,065+380.2% | $4,735+210.8% | $2,177+576.1% |
| Participant deferral / active EE | $10,482 | $5,691+84.2% | $6,709+56.2% | $3,514+198.3% |
| Admin fee / account holder | $555 | $569-2.4% | $10,261-94.6% | $847-34.5% |