Filed April 29, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,019 | $57,108-64.9% | $94,224-78.8% | $52,331-61.7% |
| Participation rate | 73.3% | 72.9%+0.3pp | 78.8%-5.5pp | 68.1%+5.2pp |
| Annual return | -1.26% | 1.47%-2.7pp | 10.68%-11.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,763 | $3,040-9.1% | $4,320-36.0% | $3,022-8.6% |
| Admin fee / account holder | $3,680 | $546+573.3% | $6,269-41.3% | $592+522.0% |