Filed May 5, 2009 (most recent of 2 filings on file)
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 | $200,288 | $112,096+78.7% | $95,952+108.7% | $158,922+26.0% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 11.00% | 171.09%-160.1pp | 91.61%-80.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,953 | $3,198-38.9% | $2,541-23.1% | $4,761-59.0% |
| Participant deferral / active EE | $7,848 | $4,784+64.0% | $4,167+88.3% | $5,982+31.2% |
| Admin fee / account holder | $18,845 | $10,130+86.0% | $6,795+177.3% | $11,246+67.6% |