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 | $194,307 | $74,888+159.5% | $71,209+172.9% | $142,382+36.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.71% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,380 | $2,854+263.6% | $2,721+281.5% | $4,299+141.4% |
| Participant deferral / active EE | $9,420 | $4,454+111.5% | $4,175+125.6% | $6,507+44.8% |
| Admin fee / account holder | $2,561 | $5,568-54.0% | $5,349-52.1% | $12,624-79.7% |