Filed April 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,363 | $56,897+136.2% | $84,750+58.5% | $62,891+113.6% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 8.83% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,611 | $2,400+8.8% | $3,574-26.9% | $2,281+14.5% |
| Participant deferral / active EE | $4,743 | $2,709+75.1% | $3,712+27.8% | $3,203+48.1% |
| Admin fee / account holder | $23,923 | $3,581+568.1% | $5,332+348.7% | $4,296+456.9% |