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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,416 | $46,553+27.6% | $64,056-7.2% | $75,163-21.0% |
| Participation rate | 96.2% | 65.9%+30.2pp | 72.3%+23.9pp | 67.2%+29.0pp |
| Annual return | 9.17% | 26.03%-16.9pp | 33.69%-24.5pp | 160.62%-151.5pp |
| Employer contribution / active EE | $3,043 | $1,974+54.2% | $2,747+10.8% | $2,670+14.0% |
| Participant deferral / active EE | $4,217 | $2,837+48.7% | $3,880+8.7% | $4,125+2.2% |
| Admin fee / account holder | $12,637 | $2,952+328.1% | $3,068+311.9% | $5,651+123.6% |