Filed October 2, 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 | $187,615 | $117,381+59.8% | $99,443+88.7% | $152,861+22.7% |
| Participation rate | 93.8% | 77.5%+16.2pp | 73.8%+19.9pp | 82.4%+11.3pp |
| Annual return | 16.78% | 31.87%-15.1pp | 30.72%-13.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,718 | $3,013+56.6% | $2,540+85.8% | $4,762-0.9% |
| Participant deferral / active EE | $8,796 | $4,086+115.3% | $3,619+143.1% | $5,850+50.3% |
| Admin fee / account holder | $607 | $7,631-92.0% | $6,250-90.3% | $11,596-94.8% |