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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,196 | $127,264+100.5% | $109,895+132.2% | $167,490+52.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.66% | 22.97%-13.3pp | 29.45%-19.8pp | 478.56%-468.9pp |
| Employer contribution / active EE | $5,680 | $3,322+71.0% | $2,842+99.8% | $4,837+17.4% |
| Participant deferral / active EE | $10,490 | $4,514+132.4% | $4,048+159.2% | $6,341+65.4% |
| Admin fee / account holder | $1,332 | $7,114-81.3% | $6,066-78.0% | $12,309-89.2% |