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.)
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 | $55,354 | $76,552-27.7% | $123,892-55.3% | $62,891-12.0% |
| Participation rate | 89.6% | 73.0%+16.6pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 8.72% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $655 | $2,883-77.3% | $4,617-85.8% | $2,281-71.3% |
| Participant deferral / active EE | $5,113 | $4,840+5.7% | $5,984-14.6% | $3,203+59.6% |
| Admin fee / account holder | $2,379 | $4,826-50.7% | $8,357-71.5% | $4,296-44.6% |