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 | $59,487 | $70,428-15.5% | $96,562-38.4% | $85,850-30.7% |
| Participation rate | 76.9% | 61.8%+15.1pp | 69.8%+7.1pp | 69.3%+7.6pp |
| Annual return | 6.30% | 18.59%-12.3pp | 37.78%-31.5pp | 318.53%-312.2pp |
| Employer contribution / active EE | $1,387 | $1,413-1.8% | $2,356-41.1% | $2,565-45.9% |
| Participant deferral / active EE | $2,796 | $2,894-3.4% | $3,849-27.3% | $3,952-29.2% |
| Admin fee / account holder | $1,033 | $4,997-79.3% | $6,181-83.3% | $6,260-83.5% |