Filed July 1, 2008 (most recent of 2 filings on file)
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 | $55,907 | $40,256+38.9% | $57,343-2.5% | $59,632-6.2% |
| Participation rate | 80.6% | 69.2%+11.4pp | 75.1%+5.5pp | 68.7%+11.9pp |
| Annual return | 1.36% | 27.49%-26.1pp | 24.39%-23.0pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,642 | $1,922+37.5% | $2,689-1.7% | $2,203+20.0% |
| Participant deferral / active EE | $5,314 | $2,399+121.5% | $3,162+68.0% | $3,192+66.5% |
| Admin fee / account holder | $1,732 | $2,818-38.5% | $3,356-48.4% | $4,297-59.7% |