Filed September 2, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,856 | $127,065+239.1% | $113,168+280.7% | $142,382+202.6% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 17.37% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,441 | $3,442+58.1% | $2,975+82.9% | $4,299+26.6% |
| Participant deferral / active EE | $15,102 | $5,716+164.2% | $5,107+195.7% | $6,507+132.1% |
| Admin fee / account holder | $4,799 | $15,736-69.5% | $12,068-60.2% | $12,624-62.0% |