Filed November 26, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,645 | $84,696-7.1% | $75,696+3.9% | $167,490-53.0% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.8%+20.4pp | 82.1%+13.1pp |
| Annual return | 20.73% | 199.36%-178.6pp | 104.53%-83.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $3,241 | $3,230+0.3% | $2,743+18.2% | $4,837-33.0% |
| Participant deferral / active EE | $3,951 | $4,580-13.7% | $3,821+3.4% | $6,341-37.7% |
| Admin fee / account holder | $911 | $5,355-83.0% | $3,619-74.8% | $12,309-92.6% |