Filed May 27, 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 | $146,604 | $100,852+45.4% | $90,404+62.2% | $158,922-7.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.55% | 1724.20%-1717.7pp | 1293.02%-1286.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $22,480 | $3,689+509.5% | $3,262+589.2% | $4,761+372.2% |
| Participant deferral / active EE | $9,045 | $4,348+108.0% | $3,963+128.2% | $5,982+51.2% |
| Admin fee / account holder | $1,186 | $6,501-81.8% | $5,611-78.9% | $11,246-89.5% |