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 | $11,695 | $60,124-80.5% | $90,404-87.1% | $79,858-85.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.13% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $943 | $2,068-54.4% | $3,262-71.1% | $2,471-61.8% |
| Participant deferral / active EE | $2,662 | $2,938-9.4% | $3,963-32.8% | $3,740-28.8% |
| Admin fee / account holder | $408 | $3,976-89.7% | $5,611-92.7% | $5,306-92.3% |