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 | $235,044 | $106,543+120.6% | $91,220+157.7% | $134,475+74.8% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.2%+19.1pp | 81.2%+11.1pp |
| Annual return | -16.84% | 160.60%-177.4pp | 114.01%-130.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,945 | $3,331+78.5% | $2,850+108.6% | $4,740+25.4% |
| Participant deferral / active EE | $11,526 | $4,719+144.3% | $4,234+172.3% | $6,400+80.1% |
| Admin fee / account holder | $6,472 | $6,231+3.9% | $5,420+19.4% | $11,426-43.4% |