Filed August 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 | $144,216 | $58,828+145.1% | $77,999+84.9% | $62,891+129.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.86% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,827 | $1,672+9.3% | $2,470-26.0% | $2,281-19.9% |
| Participant deferral / active EE | $3,767 | $2,686+40.3% | $3,497+7.7% | $3,203+17.6% |
| Admin fee / account holder | $3,702 | $4,393-15.7% | $5,480-32.4% | $4,296-13.8% |