Filed January 9, 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.)
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 | $150,841 | $190,805-20.9% | $159,960-5.7% | $134,475+12.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.29% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $7,042 | $4,995+41.0% | $4,226+66.6% | $4,740+48.6% |
| Participant deferral / active EE | $14,803 | $6,923+113.8% | $6,182+139.4% | $6,400+131.3% |
| Admin fee / account holder | $15,781 | $10,471+50.7% | $8,698+81.4% | $11,426+38.1% |