Filed March 1, 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 | $136,584 | $138,385-1.3% | $184,200-25.9% | $80,874+68.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.79% | 20.02%-3.2pp | 28.80%-12.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $4,032 | $4,849-16.9% | $6,424-37.2% | $2,756+46.3% |
| Participant deferral / active EE | $4,667 | $7,073-34.0% | $9,132-48.9% | $4,297+8.6% |
| Admin fee / account holder | $4,630 | $10,483-55.8% | $13,907-66.7% | $6,935-33.2% |