Filed February 3, 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 | $75,731 | $67,606+12.0% | $82,313-8.0% | $70,131+8.0% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.9%-0.3pp | 69.5%+7.1pp |
| Annual return | 19.28% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $525 | $1,755-70.1% | $2,428-78.4% | $2,342-77.6% |
| Participant deferral / active EE | $3,558 | $2,987+19.1% | $3,706-4.0% | $3,332+6.8% |
| Admin fee / account holder | $833 | $4,512-81.5% | $5,608-85.1% | $4,645-82.1% |