Filed April 15, 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 | $55,186 | $78,705-29.9% | $117,854-53.2% | $70,131-21.3% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 18.12% | 23.30%-5.2pp | 335.08%-317.0pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,809 | $2,223+26.4% | $3,786-25.8% | $2,342+19.9% |
| Participant deferral / active EE | $8,728 | $3,297+164.7% | $4,482+94.8% | $3,332+162.0% |
| Admin fee / account holder | $2,652 | $5,065-47.7% | $8,020-66.9% | $4,645-42.9% |