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 | $53,223 | $93,571-43.1% | $135,903-60.8% | $75,163-29.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.11% | 30.90%-6.8pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $4,890 | $3,537+38.3% | $4,856+0.7% | $2,670+83.2% |
| Participant deferral / active EE | $12,689 | $6,404+98.1% | $7,758+63.6% | $4,125+207.6% |
| Admin fee / account holder | $1,439 | $6,975-79.4% | $10,762-86.6% | $5,651-74.5% |