Filed September 3, 2009 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,038 | $109,359-75.3% | $162,163-83.3% | $72,985-63.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 32.12% | 25.46%+6.7pp | 115.59%-83.5pp | 81.00%-48.9pp |
| Employer contribution / active EE | $1,545 | $3,907-60.5% | $5,614-72.5% | $2,440-36.7% |
| Participant deferral / active EE | $2,083 | $5,481-62.0% | $7,298-71.5% | $3,607-42.2% |
| Admin fee / account holder | $3,628 | $7,972-54.5% | $10,843-66.5% | $5,124-29.2% |