Filed October 27, 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 | $40,400 | $51,708-21.9% | $106,619-62.1% | $62,891-35.8% |
| Participation rate | 81.6% | 66.9%+14.7pp | 78.0%+3.6pp | 69.3%+12.3pp |
| Annual return | 11.19% | 4.69%+6.5pp | 9.42%+1.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,802 | $1,764+2.2% | $3,947-54.4% | $2,281-21.0% |
| Participant deferral / active EE | $2,636 | $2,315+13.8% | $3,930-32.9% | $3,203-17.7% |
| Admin fee / account holder | $1,212 | $3,349-63.8% | $6,418-81.1% | $4,296-71.8% |