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 | $201,413 | $210,648-4.4% | $177,989+13.2% | $145,922+38.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.93% | 385.86%-372.9pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,548 | $4,565-0.4% | $3,949+15.2% | $4,660-2.4% |
| Participant deferral / active EE | $15,935 | $6,958+129.0% | $6,276+153.9% | $6,688+138.3% |
| Admin fee / account holder | $19,941 | $12,013+66.0% | $10,363+92.4% | $13,397+48.8% |