Filed November 19, 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.)
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 | $47,791 | $99,957-52.2% | $149,696-68.1% | $73,488-35.0% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 14.53% | 53.87%-39.3pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,643 | $3,191-17.2% | $4,644-43.1% | $2,270+16.4% |
| Participant deferral / active EE | $4,742 | $6,073-21.9% | $6,842-30.7% | $3,740+26.8% |
| Admin fee / account holder | $307 | $551-44.2% | $9,309-96.7% | $513-40.1% |