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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,147 | $217,402+69.8% | $185,823+98.7% | $167,490+120.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.74% | 148.36%-130.6pp | 122.05%-104.3pp | 478.56%-460.8pp |
| Employer contribution / active EE | $10,906 | $5,873+85.7% | $5,167+111.1% | $4,837+125.4% |
| Participant deferral / active EE | $4,070 | $6,356-36.0% | $5,568-26.9% | $6,341-35.8% |
| Admin fee / account holder | $10,056 | $19,811-49.2% | $16,237-38.1% | $12,309-18.3% |