Filed January 9, 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 | $47,233 | $76,000-37.9% | $154,107-69.4% | $64,186-26.4% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -10.82% | 30.32%-41.1pp | 735.12%-745.9pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,253 | $3,351-62.6% | $5,298-76.3% | $2,381-47.4% |
| Participant deferral / active EE | $6,674 | $3,175+110.2% | $5,081+31.4% | $3,470+92.4% |
| Admin fee / account holder | $6,624 | $5,596+18.4% | $13,411-50.6% | $4,888+35.5% |