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 | $57,553 | $85,766-32.9% | $136,294-57.8% | $70,131-17.9% |
| Participation rate | 92.7% | 74.2%+18.6pp | 81.9%+10.8pp | 69.5%+23.2pp |
| Annual return | 17.44% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $772 | $2,966-74.0% | $4,695-83.6% | $2,342-67.1% |
| Participant deferral / active EE | $5,118 | $5,051+1.3% | $6,247-18.1% | $3,332+53.6% |
| Admin fee / account holder | $6,678 | $5,420+23.2% | $9,243-27.8% | $4,645+43.7% |