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 | $22,273 | $58,208-61.7% | $81,812-72.8% | $80,856-72.5% |
| Participation rate | 79.6% | 63.4%+16.2pp | 72.3%+7.3pp | 67.6%+12.0pp |
| Annual return | 14.21% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,529 | $2,340-34.7% | $2,912-47.5% | $2,755-44.5% |
| Participant deferral / active EE | $4,419 | $3,281+34.7% | $4,319+2.3% | $4,296+2.9% |
| Admin fee / account holder | $1,452 | $4,981-70.9% | $7,386-80.3% | $6,918-79.0% |