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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,650 | $104,475+235.6% | $159,436+119.9% | $79,386+341.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.56% | 67.95%-52.4pp | 263.57%-248.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $24,651 | $3,417+621.5% | $4,829+410.4% | $2,427+915.5% |
| Participant deferral / active EE | $10,395 | $6,467+60.7% | $7,352+41.4% | $4,046+157.0% |
| Admin fee / account holder | $674 | $711-5.3% | $10,799-93.8% | $626+7.5% |