Filed April 2, 2009
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 | $74,079 | $63,764+16.2% | $81,930-9.6% | $79,858-7.2% |
| Participation rate | 70.5% | 67.5%+3.0pp | 72.0%-1.5pp | 69.6%+0.9pp |
| Annual return | 19.37% | 22.66%-3.3pp | 29.49%-10.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $662 | $1,795-63.1% | $4,310-84.6% | $2,471-73.2% |
| Participant deferral / active EE | $2,415 | $2,780-13.1% | $7,107-66.0% | $3,740-35.4% |
| Admin fee / account holder | $1,237 | $4,426-72.1% | $5,158-76.0% | $5,306-76.7% |