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 | $43,411 | $53,777-19.3% | $134,143-67.6% | $79,858-45.6% |
| Participation rate | 83.0% | 58.8%+24.2pp | 72.2%+10.8pp | 69.6%+13.4pp |
| Annual return | 20.73% | 19.01%+1.7pp | 36.33%-15.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $939 | $1,321-28.9% | $3,704-74.6% | $2,471-62.0% |
| Participant deferral / active EE | $3,426 | $2,420+41.6% | $3,499-2.1% | $3,740-8.4% |
| Admin fee / account holder | $1,062 | $3,984-73.3% | $6,684-84.1% | $5,306-80.0% |