Filed April 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 | $85,444 | $90,503-5.6% | $78,689+8.6% | $273,961-68.8% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 4.81% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,501 | $3,176+41.7% | $2,851+57.9% | $4,869-7.5% |
| Participant deferral / active EE | $5,959 | $3,901+52.7% | $3,517+69.4% | $5,287+12.7% |
| Admin fee / account holder | $943 | $5,263-82.1% | $4,510-79.1% | $10,132-90.7% |