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 | $31,789 | $54,705-41.9% | $71,209-55.4% | $84,808-62.5% |
| Participation rate | 89.9% | 64.1%+25.8pp | 73.8%+16.1pp | 68.3%+21.5pp |
| Annual return | 15.83% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $983 | $2,158-54.4% | $2,721-63.9% | $2,631-62.6% |
| Participant deferral / active EE | $3,051 | $3,030+0.7% | $4,175-26.9% | $4,212-27.6% |
| Admin fee / account holder | $2,018 | $4,863-58.5% | $5,349-62.3% | $7,344-72.5% |