Filed October 31, 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 | $73,103 | $91,019-19.7% | $392,568-81.4% | $72,985+0.2% |
| Participation rate | 96.9% | 74.4%+22.5pp | 78.1%+18.8pp | 69.5%+27.4pp |
| Annual return | 19.96% | 20.00%0pp | 24.42%-4.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,813 | $2,751+2.2% | $3,783-25.7% | $2,440+15.3% |
| Participant deferral / active EE | $2,286 | $4,570-50.0% | $5,985-61.8% | $3,607-36.6% |
| Admin fee / account holder | $1,516 | $4,895-69.0% | $6,260-75.8% | $5,124-70.4% |