Filed November 7, 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.)
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 | $55,338 | $39,122+41.5% | $57,179-3.2% | $62,891-12.0% |
| Participation rate | 92.9% | 70.5%+22.4pp | 75.3%+17.5pp | 69.3%+23.6pp |
| Annual return | 1.01% | 9.23%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $3,074 | $1,874+64.0% | $2,682+14.6% | $2,281+34.8% |
| Participant deferral / active EE | $3,353 | $2,374+41.3% | $3,096+8.3% | $3,203+4.7% |
| Admin fee / account holder | $3,126 | $2,592+20.6% | $3,139-0.4% | $4,296-27.2% |