Filed July 22, 2008 (most recent of 2 filings on file)
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 | $33,388 | $55,453-39.8% | $170,442-80.4% | $62,292-46.4% |
| Participation rate | 90.8% | 66.4%+24.4pp | 83.6%+7.2pp | 69.5%+21.2pp |
| Annual return | 13.11% | 21.38%-8.3pp | 205.93%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $5,184 | $2,164+139.6% | $5,433-4.6% | $2,042+153.8% |
| Participant deferral / active EE | $3,810 | $2,303+65.5% | $4,939-22.9% | $3,169+20.2% |
| Admin fee / account holder | $660 | $455+45.0% | $13,880-95.2% | $479+37.6% |