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 | $179,242 | $202,432-11.5% | $169,368+5.8% | $139,434+28.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.98% | 531.74%-515.8pp | 405.60%-389.6pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,155 | $4,692+31.2% | $4,013+53.4% | $4,751+29.6% |
| Participant deferral / active EE | $15,819 | $6,938+128.0% | $6,221+154.3% | $6,710+135.7% |
| Admin fee / account holder | $8,919 | $10,708-16.7% | $9,003-0.9% | $11,403-21.8% |