Filed October 21, 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 | $45,795 | $85,766-46.6% | $136,294-66.4% | $70,131-34.7% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 9.84% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $2,101 | $2,966-29.2% | $4,695-55.3% | $2,342-10.3% |
| Participant deferral / active EE | $4,134 | $5,051-18.2% | $6,247-33.8% | $3,332+24.1% |
| Admin fee / account holder | $1,093 | $5,420-79.8% | $9,243-88.2% | $4,645-76.5% |