Filed September 2, 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 | $196,913 | $162,781+21.0% | $133,956+47.0% | $158,922+23.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.49% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,237 | $4,975-34.9% | $3,919-17.4% | $4,761-32.0% |
| Participant deferral / active EE | $8,186 | $5,911+38.5% | $5,048+62.2% | $5,982+36.8% |
| Admin fee / account holder | $3,933 | $11,736-66.5% | $8,927-55.9% | $11,246-65.0% |