Filed June 8, 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 | $11,531 | $41,377-72.1% | $109,313-89.5% | $62,891-81.7% |
| Participation rate | 72.1% | 57.5%+14.6pp | 71.3%+0.8pp | 69.3%+2.8pp |
| Annual return | 12.59% | 11.05%+1.5pp | 22.07%-9.5pp | 20.14%-7.5pp |
| Employer contribution / active EE | $250 | $1,276-80.4% | $3,892-93.6% | $2,281-89.1% |
| Participant deferral / active EE | $787 | $2,045-61.5% | $3,166-75.1% | $3,203-75.4% |
| Admin fee / account holder | $345 | $2,884-88.0% | $5,666-93.9% | $4,296-92.0% |