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.)
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 | $60,339 | $45,035+34.0% | $62,995-4.2% | $70,131-14.0% |
| Participation rate | 96.7% | 69.5%+27.1pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 13.97% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,912 | $2,051+41.9% | $2,759+5.5% | $2,342+24.3% |
| Participant deferral / active EE | $3,257 | $2,465+32.2% | $3,329-2.2% | $3,332-2.2% |
| Admin fee / account holder | $5,582 | $2,834+96.9% | $3,600+55.1% | $4,645+20.2% |