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 | $45,230 | $91,190-50.4% | $178,490-74.7% | $79,858-43.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.49% | 24.19%-3.7pp | 151.07%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,171 | $3,256-33.3% | $5,011-56.7% | $2,471-12.2% |
| Participant deferral / active EE | $3,274 | $3,236+1.2% | $5,202-37.1% | $3,740-12.5% |
| Admin fee / account holder | $917 | $6,751-86.4% | $13,984-93.4% | $5,306-82.7% |