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 | $76,297 | $159,901-52.3% | $146,958-48.1% | $145,922-47.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 22.09% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $5,071 | $5,286-4.1% | $4,933+2.8% | $4,660+8.8% |
| Participant deferral / active EE | $13,165 | $8,428+56.2% | $8,070+63.1% | $6,688+96.9% |
| Admin fee / account holder | $3,350 | $15,044-77.7% | $12,998-74.2% | $13,397-75.0% |