Filed April 15, 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 | $88,773 | $72,277+22.8% | $101,248-12.3% | $79,858+11.2% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 11.40% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,090 | $2,692-22.4% | $3,660-42.9% | $2,471-15.4% |
| Participant deferral / active EE | $2,424 | $3,282-26.1% | $4,370-44.5% | $3,740-35.2% |
| Admin fee / account holder | $7,883 | $4,400+79.1% | $5,945+32.6% | $5,306+48.6% |