Filed November 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 | $175,938 | $93,071+89.0% | $74,583+135.9% | $273,961-35.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 6.20% | 26.18%-20.0pp | 20.47%-14.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,580 | $3,160+44.9% | $2,525+81.4% | $4,869-5.9% |
| Participant deferral / active EE | $8,128 | $4,160+95.4% | $3,458+135.0% | $5,287+53.7% |
| Admin fee / account holder | $914 | $5,272-82.7% | $4,138-77.9% | $10,132-91.0% |