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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,100 | $109,817+62.2% | $98,442+80.9% | $167,490+6.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.27% | 1956.69%-1949.4pp | 1492.73%-1485.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $12,598 | $3,224+290.8% | $2,960+325.6% | $4,837+160.4% |
| Participant deferral / active EE | $8,244 | $4,673+76.4% | $4,276+92.8% | $6,341+30.0% |
| Admin fee / account holder | $1,611 | $6,753-76.1% | $5,949-72.9% | $12,309-86.9% |