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 | $73,249 | $45,035+62.6% | $62,995+16.3% | $70,131+4.4% |
| Participation rate | 79.6% | 69.5%+10.1pp | 74.8%+4.8pp | 69.5%+10.1pp |
| Annual return | 16.66% | 18.76%-2.1pp | 87.57%-70.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,853 | $2,051-9.7% | $2,759-32.8% | $2,342-20.9% |
| Participant deferral / active EE | $3,534 | $2,465+43.4% | $3,329+6.1% | $3,332+6.1% |
| Admin fee / account holder | $3,634 | $2,834+28.2% | $3,600+0.9% | $4,645-21.8% |