Filed September 11, 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 | $32,429 | $84,233-61.5% | $170,442-81.0% | $70,131-53.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.08% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,064 | $3,387-39.0% | $5,433-62.0% | $2,342-11.9% |
| Participant deferral / active EE | $3,986 | $3,086+29.2% | $4,939-19.3% | $3,332+19.6% |
| Admin fee / account holder | $2,349 | $5,698-58.8% | $13,880-83.1% | $4,645-49.4% |