Filed June 26, 2008 (most recent of 3 filings on file)
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 | $47,438 | $77,634-38.9% | $156,549-69.7% | $62,891-24.6% |
| Participation rate | 94.4% | 71.2%+23.2pp | 84.0%+10.4pp | 69.3%+25.1pp |
| Annual return | 10.06% | 50.32%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $9,169 | $3,444+166.3% | $5,501+66.7% | $2,281+302.0% |
| Participant deferral / active EE | $5,587 | $3,045+83.5% | $4,871+14.7% | $3,203+74.4% |
| Admin fee / account holder | $2,877 | $5,561-48.3% | $13,027-77.9% | $4,296-33.0% |