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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,825 | $99,957+195.0% | $149,696+96.9% | $73,488+301.2% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.6pp | 70.7%+18.4pp |
| Annual return | 20.22% | 53.87%-33.7pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $14,983 | $3,191+369.5% | $4,644+222.6% | $2,270+560.0% |
| Participant deferral / active EE | $8,283 | $6,073+36.4% | $6,842+21.1% | $3,740+121.5% |
| Admin fee / account holder | $507 | $551-8.0% | $9,309-94.6% | $513-1.2% |