Filed January 22, 2008 (most recent of 4 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.
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 8-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 | $195,839 | $100,852+94.2% | $90,404+116.6% | $158,922+23.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 18.22% | 1724.20%-1706.0pp | 1293.02%-1274.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $9,524 | $3,689+158.2% | $3,262+192.0% | $4,761+100.0% |
| Participant deferral / active EE | $5,963 | $4,348+37.1% | $3,963+50.5% | $5,982-0.3% |
| Admin fee / account holder | $4,000 | $6,501-38.5% | $5,611-28.7% | $11,246-64.4% |