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 | $327,374 | $109,982+197.7% | $97,226+236.7% | $145,922+124.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.51% | 242.90%-230.4pp | 75.13%-62.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,422 | $3,084+108.3% | $2,729+135.4% | $4,660+37.8% |
| Participant deferral / active EE | $10,522 | $4,676+125.0% | $4,264+146.8% | $6,688+57.3% |
| Admin fee / account holder | $1,444 | $6,221-76.8% | $5,654-74.5% | $13,397-89.2% |