Filed May 14, 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 | $125,997 | $102,966+22.4% | $90,281+39.6% | $152,861-17.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 33.94% | 95.16%-61.2pp | 78.10%-44.2pp | 345.32%-311.4pp |
| Employer contribution / active EE | $5,896 | $3,139+87.8% | $2,854+106.6% | $4,762+23.8% |
| Participant deferral / active EE | $7,064 | $4,281+65.0% | $3,885+81.8% | $5,850+20.7% |
| Admin fee / account holder | $3,075 | $6,171-50.2% | $5,351-42.5% | $11,596-73.5% |