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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,639 | $165,984+109.4% | $164,813+110.9% | $145,922+138.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.45% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,476 | $5,273-34.1% | $4,341-19.9% | $4,660-25.4% |
| Participant deferral / active EE | $9,466 | $6,959+36.0% | $6,031+56.9% | $6,688+41.5% |
| Admin fee / account holder | $2,775 | $16,648-83.3% | $12,690-78.1% | $13,397-79.3% |