Filed November 5, 2008 (most recent of 2 filings on file)
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 | $121,865 | $100,041+21.8% | $149,718-18.6% | $70,131+73.8% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 14.94% | 27.43%-12.5pp | 1501.63%-1486.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,071 | $3,662+11.2% | $5,445-25.2% | $2,342+73.8% |
| Participant deferral / active EE | $5,018 | $4,983+0.7% | $6,569-23.6% | $3,332+50.6% |
| Admin fee / account holder | $1,880 | $8,286-77.3% | $11,283-83.3% | $4,645-59.5% |