Filed April 4, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,463 | $53,127-72.8% | $86,590-83.3% | $70,131-79.4% |
| Participation rate | 86.5% | 65.3%+21.2pp | 73.5%+12.9pp | 69.5%+16.9pp |
| Annual return | 9.50% | 27.66%-18.2pp | 964.84%-955.3pp | 73.14%-63.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $100 | $2,696-96.3% | $3,609-97.2% | $3,332-97.0% |
| Admin fee / account holder | $7,900 | $3,585+120.3% | $4,906+61.0% | $4,645+70.1% |