Filed December 30, 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 | $38,295 | $47,848-20.0% | $81,478-53.0% | $70,131-45.4% |
| Participation rate | 93.8% | 58.3%+35.6pp | 68.0%+25.9pp | 69.5%+24.3pp |
| Annual return | 15.42% | 27.25%-11.8pp | 38.78%-23.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,657 | $1,527+8.5% | $2,568-35.5% | $2,342-29.3% |
| Participant deferral / active EE | $5,422 | $2,453+121.0% | $3,537+53.3% | $3,332+62.7% |
| Admin fee / account holder | $5,870 | $3,145+86.7% | $4,561+28.7% | $4,645+26.4% |