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 | $151,582 | $92,703+63.5% | $82,719+83.2% | $134,475+12.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.70% | 944.92%-952.6pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $6,186 | $3,274+89.0% | $3,009+105.6% | $4,740+30.5% |
| Participant deferral / active EE | $6,120 | $4,802+27.4% | $4,395+39.2% | $6,400-4.4% |
| Admin fee / account holder | $26,683 | $5,983+346.0% | $5,329+400.7% | $11,426+133.5% |