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 | $317,449 | $183,519+73.0% | $155,509+104.1% | $145,922+117.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.38% | 61.17%-36.8pp | 64.67%-40.3pp | 561.29%-536.9pp |
| Employer contribution / active EE | $10,080 | $5,313+89.7% | $4,672+115.7% | $4,660+116.3% |
| Participant deferral / active EE | $4,463 | $6,462-30.9% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $9,485 | $19,313-50.9% | $15,912-40.4% | $13,397-29.2% |