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.)
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 | $68,926 | $50,958+35.3% | $74,550-7.5% | $64,186+7.4% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.1%+3.6pp | 69.6%+3.2pp |
| Annual return | -3.16% | -1.86%-1.3pp | 32.53%-35.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,133 | $1,115+1.6% | $1,961-42.2% | $2,381-52.4% |
| Participant deferral / active EE | $3,018 | $2,301+31.1% | $3,108-2.9% | $3,470-13.0% |
| Admin fee / account holder | $2,072 | $4,223-50.9% | $5,060-59.0% | $4,888-57.6% |