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.
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 | $92,574 | $60,022+54.2% | $88,946+4.1% | $84,808+9.2% |
| Participation rate | 91.2% | 57.8%+33.3pp | 68.8%+22.3pp | 68.3%+22.9pp |
| Annual return | 15.95% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,967 | $1,703+133.0% | $2,555+55.3% | $2,631+50.8% |
| Participant deferral / active EE | $5,131 | $3,114+64.8% | $4,581+12.0% | $4,212+21.8% |
| Admin fee / account holder | $5,046 | $4,811+4.9% | $8,261-38.9% | $7,344-31.3% |