Filed November 4, 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 | $120,025 | $109,817+9.3% | $98,442+21.9% | $167,490-28.3% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 19.71% | 1956.69%-1937.0pp | 1492.73%-1473.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,868 | $3,224-11.1% | $2,960-3.1% | $4,837-40.7% |
| Participant deferral / active EE | $8,828 | $4,673+88.9% | $4,276+106.4% | $6,341+39.2% |
| Admin fee / account holder | $17,713 | $6,753+162.3% | $5,949+197.7% | $12,309+43.9% |