Filed August 5, 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 | $14,121 | $39,534-64.3% | $46,225-69.5% | $62,891-77.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 9.02% | 8.93%+0.1pp | 7.57%+1.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $997 | $2,646-62.3% | $3,424-70.9% | $2,281-56.3% |
| Participant deferral / active EE | $2,169 | $2,681-19.1% | $3,776-42.6% | $3,203-32.3% |
| Admin fee / account holder | $807 | $2,464-67.3% | $3,519-77.1% | $4,296-81.2% |