Filed February 6, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $65,049 | $138,385-53.0% | $184,200-64.7% | $80,874-19.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 12.46% | 20.02%-7.6pp | 28.80%-16.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,954 | $4,849-59.7% | $6,424-69.6% | $2,756-29.1% |
| Participant deferral / active EE | $4,104 | $7,073-42.0% | $9,132-55.1% | $4,297-4.5% |
| Admin fee / account holder | $1,949 | $10,483-81.4% | $13,907-86.0% | $6,935-71.9% |