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 | $55,071 | $57,828-4.8% | $117,039-52.9% | $70,131-21.5% |
| Participation rate | 75.7% | 67.1%+8.6pp | 77.2%-1.5pp | 69.5%+6.1pp |
| Annual return | 19.74% | 17.55%+2.2pp | 18.95%+0.8pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,043 | $1,816+12.5% | $3,785-46.0% | $2,342-12.8% |
| Participant deferral / active EE | $3,280 | $2,438+34.5% | $3,929-16.5% | $3,332-1.6% |
| Admin fee / account holder | $4,107 | $3,548+15.8% | $5,974-31.2% | $4,645-11.6% |