Filed February 25, 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 | $39,544 | $53,018-25.4% | $70,014-43.5% | $62,891-37.1% |
| Participation rate | 72.2% | 67.2%+5.0pp | 71.8%+0.4pp | 69.3%+2.9pp |
| Annual return | 6.73% | 13.35%-6.6pp | 12.99%-6.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $401 | $1,799-77.7% | $2,338-82.8% | $2,281-82.4% |
| Participant deferral / active EE | $2,844 | $2,395+18.7% | $2,931-3.0% | $3,203-11.2% |
| Admin fee / account holder | $1,317 | $3,690-64.3% | $4,380-69.9% | $4,296-69.3% |