Filed December 17, 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 | $53,337 | $53,127+0.4% | $86,590-38.4% | $70,131-23.9% |
| Participation rate | 75.7% | 65.3%+10.4pp | 73.5%+2.1pp | 69.5%+6.1pp |
| Annual return | 17.04% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,673 | $2,068+29.3% | $2,839-5.8% | $2,342+14.1% |
| Participant deferral / active EE | $3,266 | $2,696+21.2% | $3,609-9.5% | $3,332-2.0% |
| Admin fee / account holder | $12,148 | $3,585+238.8% | $4,906+147.6% | $4,645+161.5% |