Filed January 29, 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 | $111,142 | $95,803+16.0% | $113,168-1.8% | $84,808+31.1% |
| Participation rate | 88.3% | 72.9%+15.5pp | 76.6%+11.8pp | 68.3%+20.0pp |
| Annual return | 15.95% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,168 | $2,360-50.5% | $2,975-60.7% | $2,631-55.6% |
| Participant deferral / active EE | $3,091 | $4,242-27.1% | $5,107-39.5% | $4,212-26.6% |
| Admin fee / account holder | $2,733 | $8,989-69.6% | $12,068-77.4% | $7,344-62.8% |