Filed February 4, 2009 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,689 | $100,041+2.6% | $149,718-31.4% | $70,131+46.4% |
| Participation rate | 67.5% | 83.6%-16.1pp | 87.1%-19.6pp | 69.5%-2.0pp |
| Annual return | 13.48% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,729 | $3,662-25.5% | $5,445-49.9% | $2,342+16.5% |
| Participant deferral / active EE | $6,946 | $4,983+39.4% | $6,569+5.7% | $3,332+108.5% |
| Admin fee / account holder | $2,314 | $8,286-72.1% | $11,283-79.5% | $4,645-50.2% |