Filed February 22, 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 | $75,297 | $76,552-1.6% | $123,892-39.2% | $62,891+19.7% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.8pp | 69.3%+26.9pp |
| Annual return | 10.27% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,159 | $2,883-25.1% | $4,617-53.2% | $2,281-5.4% |
| Participant deferral / active EE | $6,173 | $4,840+27.5% | $5,984+3.2% | $3,203+92.7% |
| Admin fee / account holder | $5,553 | $4,826+15.1% | $8,357-33.6% | $4,296+29.3% |