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.)
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 | $13,801 | $54,350-74.6% | $82,719-83.3% | $68,494-79.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.68% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,057 | $2,218-52.4% | $3,009-64.9% | $2,596-59.3% |
| Participant deferral / active EE | $3,012 | $3,246-7.2% | $4,395-31.5% | $4,027-25.2% |
| Admin fee / account holder | $600 | $4,395-86.4% | $5,329-88.7% | $5,403-88.9% |