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 | $367,932 | $179,726+104.7% | $156,263+135.5% | $142,382+158.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.71% | 77.86%-66.1pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,656 | $5,069-27.9% | $4,333-15.6% | $4,299-15.0% |
| Participant deferral / active EE | $12,322 | $6,956+77.1% | $6,158+100.1% | $6,507+89.4% |
| Admin fee / account holder | $36,312 | $17,272+110.2% | $14,255+154.7% | $12,624+187.6% |