Filed April 8, 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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,965 | $65,390+224.2% | $169,368+25.2% | $71,457+196.6% |
| Participation rate | 98.2% | 67.0%+31.2pp | 77.1%+21.1pp | 67.9%+30.3pp |
| Annual return | 107.25% | 21.31%+85.9pp | 405.60%-298.4pp | 28.85%+78.4pp |
| Employer contribution / active EE | $2,940 | $2,079+41.4% | $4,013-26.7% | $2,588+13.6% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,131 | $1,324-14.6% | $9,003-87.4% | $1,587-28.8% |