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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $203,314 | $77,314+163.0% | $177,989+14.2% | $80,856+151.5% |
| Participation rate | 95.8% | 65.7%+30.1pp | 77.1%+18.7pp | 67.6%+28.2pp |
| Annual return | -0.24% | 18.09%-18.3pp | 294.48%-294.7pp | 35.59%-35.8pp |
| Employer contribution / active EE | $3,087 | $2,292+34.7% | $3,949-21.8% | $2,755+12.1% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $807 | $7,191-88.8% | $10,363-92.2% | $6,918-88.3% |