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 | $106,132 | $81,248+30.6% | $155,509-31.8% | $80,856+31.3% |
| Participation rate | 86.5% | 66.2%+20.3pp | 78.2%+8.3pp | 67.6%+18.8pp |
| Annual return | 15.88% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,033 | $3,100+30.1% | $4,672-13.7% | $2,755+46.4% |
| Participant deferral / active EE | $8,862 | $3,452+156.7% | $5,626+57.5% | $4,296+106.3% |
| Admin fee / account holder | $12,968 | $7,997+62.2% | $15,912-18.5% | $6,918+87.5% |