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 | $72,731 | $58,512+24.3% | $84,015-13.4% | $72,985-0.3% |
| Participation rate | 77.4% | 61.2%+16.2pp | 69.0%+8.4pp | 69.5%+7.9pp |
| Annual return | 11.76% | 28.93%-17.2pp | 71.31%-59.5pp | 81.00%-69.2pp |
| Employer contribution / active EE | $1,241 | $1,163+6.7% | $1,983-37.4% | $2,440-49.1% |
| Participant deferral / active EE | $3,741 | $2,394+56.3% | $3,239+15.5% | $3,607+3.7% |
| Admin fee / account holder | $1,820 | $4,569-60.2% | $6,101-70.2% | $5,124-64.5% |