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 | $280,210 | $110,261+154.1% | $95,745+192.7% | $139,434+101.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.77% | 27.11%-11.3pp | 28.35%-12.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,423 | $3,257+97.2% | $2,835+126.6% | $4,751+35.2% |
| Participant deferral / active EE | $9,872 | $4,676+111.1% | $4,245+132.6% | $6,710+47.1% |
| Admin fee / account holder | $4,944 | $6,613-25.2% | $5,678-12.9% | $11,403-56.6% |