Filed November 26, 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 | $108,333 | $53,162+103.8% | $91,220+18.8% | $68,494+58.2% |
| Participation rate | 88.0% | 63.2%+24.8pp | 73.2%+14.8pp | 67.9%+20.1pp |
| Annual return | -16.05% | -3.14%-12.9pp | 114.01%-130.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,583 | $1,709+226.6% | $2,850+95.9% | $2,596+115.0% |
| Participant deferral / active EE | $6,693 | $2,974+125.1% | $4,234+58.1% | $4,027+66.2% |
| Admin fee / account holder | $2,585 | $4,493-42.5% | $5,420-52.3% | $5,403-52.1% |