Filed April 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,156 | $58,927+2.1% | $76,817-21.7% | $72,985-17.6% |
| Participation rate | 74.2% | 67.3%+6.9pp | 72.1%+2.1pp | 69.5%+4.7pp |
| Annual return | 20.00% | 2305.64%-2285.6pp | 1166.11%-1146.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $720 | $1,787-59.7% | $2,302-68.7% | $2,440-70.5% |
| Participant deferral / active EE | $2,549 | $2,690-5.3% | $3,336-23.6% | $3,607-29.3% |
| Admin fee / account holder | $1,742 | $4,013-56.6% | $6,420-72.9% | $5,124-66.0% |