Filed September 5, 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 | $97,043 | $77,899+24.6% | $149,673-35.2% | $75,163+29.1% |
| Participation rate | 78.9% | 65.6%+13.4pp | 78.8%+0.2pp | 67.2%+11.8pp |
| Annual return | 17.90% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,301 | $3,137+5.2% | $4,818-31.5% | $2,670+23.6% |
| Participant deferral / active EE | $6,930 | $3,411+103.2% | $5,680+22.0% | $4,125+68.0% |
| Admin fee / account holder | $723 | $5,956-87.9% | $13,210-94.5% | $5,651-87.2% |