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 | $67,180 | $48,230+39.3% | $67,502-0.5% | $80,856-16.9% |
| Participation rate | 96.9% | 66.4%+30.5pp | 72.9%+24.0pp | 67.6%+29.2pp |
| Annual return | 16.80% | 18.28%-1.5pp | 3512.12%-3495.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,756 | $2,020+36.5% | $2,731+0.9% | $2,755+0.1% |
| Participant deferral / active EE | $4,316 | $2,924+47.6% | $4,000+7.9% | $4,296+0.5% |
| Admin fee / account holder | $1,172 | $3,681-68.2% | $3,998-70.7% | $6,918-83.1% |