Filed November 12, 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 | $27,516 | $44,221-37.8% | $121,196-77.3% | $56,287-51.1% |
| Participation rate | 83.2% | 61.1%+22.1pp | 71.7%+11.4pp | 69.9%+13.3pp |
| Annual return | -6.99% | -3.58%-3.4pp | 16.93%-23.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $903 | $1,480-38.9% | $4,022-77.5% | $2,111-57.2% |
| Participant deferral / active EE | $1,755 | $2,521-30.4% | $3,344-47.5% | $3,350-47.6% |
| Admin fee / account holder | $1,775 | $480+269.4% | $5,019-64.6% | $521+240.7% |