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.)
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 | $16,538 | $102,966-83.9% | $90,281-81.7% | $152,861-89.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 22.12% | 95.16%-73.0pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,259 | $3,139-28.0% | $2,854-20.9% | $4,762-52.6% |
| Participant deferral / active EE | $3,019 | $4,281-29.5% | $3,885-22.3% | $5,850-48.4% |
| Admin fee / account holder | $635 | $6,171-89.7% | $5,351-88.1% | $11,596-94.5% |