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 | $57,146 | $125,758-54.6% | $169,993-66.4% | $75,163-24.0% |
| Participation rate | 74.0% | 83.6%-9.6pp | 87.0%-13.0pp | 67.2%+6.8pp |
| Annual return | 20.17% | 27.20%-7.0pp | 53.37%-33.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,140 | $4,615-75.3% | $6,785-83.2% | $2,670-57.3% |
| Participant deferral / active EE | $2,793 | $6,837-59.2% | $10,408-73.2% | $4,125-32.3% |
| Admin fee / account holder | $2,934 | $8,173-64.1% | $12,815-77.1% | $5,651-48.1% |