Filed May 29, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,915 | $74,927-37.4% | $101,794-53.9% | $84,808-44.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.37% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,269 | $1,522+114.8% | $2,289+42.8% | $2,631+24.3% |
| Participant deferral / active EE | $6,057 | $3,099+95.5% | $4,084+48.3% | $4,212+43.8% |
| Admin fee / account holder | $2,970 | $6,514-54.4% | $8,777-66.2% | $7,344-59.6% |