Filed January 2, 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 9-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 | $51,061 | $72,177-29.3% | $115,037-55.6% | $59,632-14.4% |
| Participation rate | 82.6% | 72.6%+10.1pp | 81.4%+1.2pp | 68.7%+13.9pp |
| Annual return | -3.51% | 12.02%-15.5pp | 26.14%-29.7pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $755 | $2,841-73.4% | $4,608-83.6% | $2,203-65.7% |
| Participant deferral / active EE | $5,363 | $4,783+12.1% | $6,026-11.0% | $3,192+68.0% |
| Admin fee / account holder | $650 | $4,927-86.8% | $8,175-92.1% | $4,297-84.9% |