Filed March 14, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,780 | $48,364+36.0% | $71,796-8.4% | $62,891+4.6% |
| Participation rate | 67.6% | 60.6%+7.0pp | 69.1%-1.5pp | 69.3%-1.7pp |
| Annual return | 2.61% | 13.16%-10.5pp | 78.04%-75.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $849 | $1,042-18.5% | $1,924-55.9% | $2,281-62.8% |
| Participant deferral / active EE | $2,611 | $2,091+24.9% | $2,794-6.6% | $3,203-18.5% |
| Admin fee / account holder | $2,518 | $3,771-33.2% | $4,815-47.7% | $4,296-41.4% |