Filed April 23, 2008 (most recent of 2 filings on file)
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 | $57,478 | $102,966-44.2% | $90,281-36.3% | $152,861-62.4% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 40.74% | 95.16%-54.4pp | 78.10%-37.4pp | 345.32%-304.6pp |
| Employer contribution / active EE | $2,866 | $3,139-8.7% | $2,854+0.4% | $4,762-39.8% |
| Participant deferral / active EE | $6,863 | $4,281+60.3% | $3,885+76.6% | $5,850+17.3% |
| Admin fee / account holder | $4,760 | $6,171-22.9% | $5,351-11.0% | $11,596-59.0% |