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 | $75,534 | $60,124+25.6% | $90,404-16.4% | $79,858-5.4% |
| Participation rate | 81.5% | 65.0%+16.5pp | 72.7%+8.8pp | 69.6%+11.8pp |
| Annual return | 20.49% | 71.94%-51.5pp | 1293.02%-1272.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,447 | $2,068+18.4% | $3,262-25.0% | $2,471-0.9% |
| Participant deferral / active EE | $4,160 | $2,938+41.6% | $3,963+5.0% | $3,740+11.2% |
| Admin fee / account holder | $7,866 | $3,976+97.8% | $5,611+40.2% | $5,306+48.2% |