Filed February 6, 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 | $86,439 | $63,355+36.4% | $91,989-6.0% | $72,985+18.4% |
| Participation rate | 73.0% | 72.5%+0.5pp | 78.6%-5.6pp | 69.5%+3.5pp |
| Annual return | 27.98% | 35.35%-7.4pp | 69.02%-41.0pp | 81.00%-53.0pp |
| Employer contribution / active EE | $2,411 | $2,116+14.0% | $3,452-30.1% | $2,440-1.2% |
| Participant deferral / active EE | $7,473 | $4,883+53.0% | $5,923+26.2% | $3,607+107.2% |
| Admin fee / account holder | $3,141 | $4,668-32.7% | $7,743-59.4% | $5,124-38.7% |