Filed February 19, 2008 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,075 | $99,341-39.5% | $84,750-29.1% | $273,961-78.1% |
| Participation rate | 81.0% | 80.7%+0.3pp | 76.6%+4.4pp | 83.0%-2.1pp |
| Annual return | 8.29% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $336 | $4,214-92.0% | $3,574-90.6% | $4,869-93.1% |
| Participant deferral / active EE | $3,068 | $4,269-28.1% | $3,712-17.3% | $5,287-42.0% |
| Admin fee / account holder | $805 | $6,644-87.9% | $5,332-84.9% | $10,132-92.1% |