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 | $95,453+16.4% | $112,040-0.8% | $82,448+34.8% |
| Participation rate | 88.3% | 72.8%+15.6pp | 76.5%+11.8pp | 68.1%+20.3pp |
| Annual return | 15.95% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,168 | $2,318-49.6% | $2,954-60.5% | $2,551-54.2% |
| Participant deferral / active EE | $3,091 | $4,224-26.8% | $5,098-39.4% | $4,139-25.3% |
| Admin fee / account holder | $2,733 | $9,013-69.7% | $12,098-77.4% | $7,234-62.2% |