Filed June 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,354 | $48,570-10.7% | $130,648-66.8% | $72,985-40.6% |
| Participation rate | 81.8% | 58.6%+23.2pp | 71.7%+10.1pp | 69.5%+12.3pp |
| Annual return | 19.44% | 38.63%-19.2pp | 1708.96%-1689.5pp | 81.00%-61.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $927 | $2,384-61.1% | $3,603-74.3% | $3,607-74.3% |
| Admin fee / account holder | $570 | $3,549-83.9% | $5,464-89.6% | $5,124-88.9% |