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 | $356,665 | $104,974+239.8% | $95,585+273.1% | $142,382+150.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 210.33%-198.4pp | 38.56%-26.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,445 | $2,779+132.0% | $2,527+155.1% | $4,299+49.9% |
| Participant deferral / active EE | $11,402 | $4,352+162.0% | $4,023+183.4% | $6,507+75.2% |
| Admin fee / account holder | $1,388 | $6,386-78.3% | $6,127-77.3% | $12,624-89.0% |