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 | $126,565 | $96,305+31.4% | $80,569+57.1% | $139,434-9.2% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 23.13% | 1350.08%-1327.0pp | 935.43%-912.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $7,526 | $3,262+130.7% | $2,723+176.4% | $4,751+58.4% |
| Participant deferral / active EE | $9,899 | $5,232+89.2% | $4,447+122.6% | $6,710+47.5% |
| Admin fee / account holder | $7,803 | $6,599+18.2% | $5,377+45.1% | $11,403-31.6% |