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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,016 | $87,841-35.1% | $133,980-57.4% | $62,891-9.3% |
| Participation rate | 76.3% | 83.4%-7.1pp | 87.1%-10.7pp | 69.3%+7.0pp |
| Annual return | -0.39% | 12.05%-12.4pp | 29.30%-29.7pp | 20.14%-20.5pp |
| Employer contribution / active EE | $2,295 | $3,483-34.1% | $5,211-56.0% | $2,281+0.6% |
| Participant deferral / active EE | $1,507 | $4,812-68.7% | $6,282-76.0% | $3,203-53.0% |
| Admin fee / account holder | $2,022 | $5,371-62.4% | $9,324-78.3% | $4,296-52.9% |