Filed May 3, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,799 | $67,331+320.0% | $60,874+364.6% | $134,475+110.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -5.77% | 49.93%-55.7pp | 16.90%-22.7pp | 417.96%-423.7pp |
| Employer contribution / active EE | $9,684 | $3,096+212.7% | $2,701+258.5% | $4,740+104.3% |
| Participant deferral / active EE | $6,224 | $4,538+37.1% | $3,817+63.1% | $6,400-2.7% |
| Admin fee / account holder | $6,315 | $4,582+37.8% | $3,224+95.9% | $11,426-44.7% |