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.
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 | $62,391 | $54,541+14.4% | $78,778-20.8% | $70,131-11.0% |
| Participation rate | 73.5% | 60.8%+12.7pp | 69.2%+4.3pp | 69.5%+4.0pp |
| Annual return | 7.38% | 21.07%-13.7pp | 35.62%-28.2pp | 73.14%-65.8pp |
| Employer contribution / active EE | $933 | $1,089-14.3% | $1,986-53.0% | $2,342-60.2% |
| Participant deferral / active EE | $2,379 | $2,210+7.6% | $2,958-19.6% | $3,332-28.6% |
| Admin fee / account holder | $2,140 | $3,709-42.3% | $5,134-58.3% | $4,645-53.9% |