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.)
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 | $75,407 | $91,190-17.3% | $178,490-57.8% | $79,858-5.6% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 15.56% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $808 | $3,256-75.2% | $5,011-83.9% | $2,471-67.3% |
| Participant deferral / active EE | $4,766 | $3,236+47.3% | $5,202-8.4% | $3,740+27.4% |
| Admin fee / account holder | $5,703 | $6,751-15.5% | $13,984-59.2% | $5,306+7.5% |