Filed December 16, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,256 | $135,952+87.0% | $123,892+105.2% | $273,961-7.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.44% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $6,570 | $5,170+27.1% | $4,617+42.3% | $4,869+34.9% |
| Participant deferral / active EE | $11,291 | $6,343+78.0% | $5,984+88.7% | $5,287+113.6% |
| Admin fee / account holder | $24,568 | $9,817+150.3% | $8,357+194.0% | $10,132+142.5% |