Filed February 4, 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 | $83,602 | $87,841-4.8% | $133,980-37.6% | $62,891+32.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | 8.36% | 12.05%-3.7pp | 29.30%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,542 | $3,483-27.0% | $5,211-51.2% | $2,281+11.5% |
| Participant deferral / active EE | $7,928 | $4,812+64.7% | $6,282+26.2% | $3,203+147.5% |
| Admin fee / account holder | $3,814 | $5,371-29.0% | $9,324-59.1% | $4,296-11.2% |