Filed March 25, 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 | $20,544 | $109,359-81.2% | $162,163-87.3% | $72,985-71.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 36.62% | 25.46%+11.2pp | 115.59%-79.0pp | 81.00%-44.4pp |
| Employer contribution / active EE | $2,274 | $3,907-41.8% | $5,614-59.5% | $2,440-6.8% |
| Participant deferral / active EE | $2,919 | $5,481-46.7% | $7,298-60.0% | $3,607-19.1% |
| Admin fee / account holder | $882 | $7,972-88.9% | $10,843-91.9% | $5,124-82.8% |