Filed January 9, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,347 | $53,127-89.9% | $86,590-93.8% | $70,131-92.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.93% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $742 | $2,068-64.1% | $2,839-73.9% | $2,342-68.3% |
| Participant deferral / active EE | $2,370 | $2,696-12.1% | $3,609-34.3% | $3,332-28.9% |
| Admin fee / account holder | $1,950 | $3,585-45.6% | $4,906-60.2% | $4,645-58.0% |