Filed May 20, 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 | $363,632 | $197,591+84.0% | $177,821+104.5% | $158,922+128.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 22.40% | 58.76%-36.4pp | 48.32%-25.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $9,270 | $6,697+38.4% | $5,918+56.6% | $4,761+94.7% |
| Participant deferral / active EE | $5,767 | $8,405-31.4% | $7,714-25.2% | $5,982-3.6% |
| Admin fee / account holder | $11,813 | $15,399-23.3% | $12,427-4.9% | $11,246+5.0% |