Filed October 15, 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 | $18,293 | $84,695-78.4% | $73,843-75.2% | $125,391-85.4% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -3.71% | 3123.53%-3127.2pp | 2267.84%-2271.5pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,851 | $3,123-40.7% | $2,787-33.6% | $4,866-62.0% |
| Participant deferral / active EE | $4,022 | $3,992+0.7% | $3,583+12.3% | $5,352-24.8% |
| Admin fee / account holder | $1,204 | $5,691-78.9% | $4,880-75.3% | $9,540-87.4% |