Filed April 3, 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 | $231,471 | $180,449+28.3% | $154,107+50.2% | $135,375+71.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.93% | 888.09%-892.0pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $8,276 | $6,035+37.1% | $5,298+56.2% | $4,779+73.2% |
| Participant deferral / active EE | $2,039 | $5,806-64.9% | $5,081-59.9% | $5,609-63.7% |
| Admin fee / account holder | $10,211 | $16,143-36.7% | $13,411-23.9% | $10,827-5.7% |