Filed November 26, 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 | $172,897 | $209,411-17.4% | $178,490-3.1% | $158,922+8.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.58% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $13,797 | $5,706+141.8% | $5,011+175.4% | $4,761+189.8% |
| Participant deferral / active EE | $14,744 | $5,954+147.6% | $5,202+183.5% | $5,982+146.5% |
| Admin fee / account holder | $5,360 | $17,074-68.6% | $13,984-61.7% | $11,246-52.3% |