Filed May 14, 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 9-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 | $41,846 | $90,600-53.8% | $79,464-47.3% | $135,375-69.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 11.26% | 977.43%-966.2pp | 718.14%-706.9pp | 519.73%-508.5pp |
| Employer contribution / active EE | $1,554 | $3,068-49.3% | $2,800-44.5% | $4,779-67.5% |
| Participant deferral / active EE | $5,236 | $4,050+29.3% | $3,704+41.4% | $5,609-6.6% |
| Admin fee / account holder | $6,749 | $5,907+14.3% | $5,113+32.0% | $10,827-37.7% |