Filed March 2, 2009 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,017 | $123,793-53.9% | $177,821-67.9% | $79,858-28.6% |
| Participation rate | 73.8% | 84.7%-10.8pp | 87.7%-13.9pp | 69.6%+4.2pp |
| Annual return | 16.21% | 22.82%-6.6pp | 48.32%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,093 | $4,095-73.3% | $5,918-81.5% | $2,471-55.7% |
| Participant deferral / active EE | $2,742 | $5,956-54.0% | $7,714-64.5% | $3,740-26.7% |
| Admin fee / account holder | $1,259 | $7,243-82.6% | $12,427-89.9% | $5,306-76.3% |