Filed November 14, 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 9-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 | $25,276 | $85,766-70.5% | $136,294-81.5% | $70,131-64.0% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 32.42% | 31.45%+1.0pp | 5155.94%-5123.5pp | 73.14%-40.7pp |
| Employer contribution / active EE | $3,379 | $2,966+13.9% | $4,695-28.0% | $2,342+44.2% |
| Participant deferral / active EE | $6,056 | $5,051+19.9% | $6,247-3.1% | $3,332+81.8% |
| Admin fee / account holder | $4,249 | $5,420-21.6% | $9,243-54.0% | $4,645-8.5% |