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 | $29,216 | $76,000-61.6% | $154,107-81.0% | $64,186-54.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.32% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,126 | $3,351-36.6% | $5,298-59.9% | $2,381-10.7% |
| Participant deferral / active EE | $4,330 | $3,175+36.4% | $5,081-14.8% | $3,470+24.8% |
| Admin fee / account holder | $2,593 | $5,596-53.7% | $13,411-80.7% | $4,888-47.0% |