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 | $67,085 | $43,327+54.8% | $59,878+12.0% | $64,186+4.5% |
| Participation rate | 94.8% | 69.2%+25.7pp | 74.7%+20.1pp | 69.6%+25.3pp |
| Annual return | 8.93% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,256 | $2,028+60.5% | $2,722+19.6% | $2,381+36.8% |
| Participant deferral / active EE | $3,714 | $2,546+45.9% | $3,402+9.2% | $3,470+7.0% |
| Admin fee / account holder | $718 | $3,005-76.1% | $3,590-80.0% | $4,888-85.3% |