Filed November 17, 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 | $169,235 | $165,912+2.0% | $122,332+38.3% | $147,584+14.7% |
| Participation rate | 95.0% | 79.6%+15.4pp | 71.6%+23.4pp | 82.8%+12.2pp |
| Annual return | 15.05% | 34.55%-19.5pp | 30.27%-15.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,101 | $5,754-46.1% | $4,050-23.4% | $4,876-36.4% |
| Participant deferral / active EE | $6,766 | $4,005+68.9% | $3,287+105.9% | $5,439+24.4% |
| Admin fee / account holder | $5,393 | $7,424-27.3% | $5,478-1.5% | $10,885-50.5% |