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 | $57,590+60.7% | $86,233+7.4% | $82,448+12.3% |
| Participation rate | 91.2% | 57.9%+33.3pp | 69.0%+22.2pp | 68.1%+23.1pp |
| Annual return | 15.95% | 22.41%-6.5pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,967 | $1,655+139.7% | $2,504+58.4% | $2,551+55.5% |
| Participant deferral / active EE | $5,131 | $3,080+66.6% | $4,559+12.5% | $4,139+24.0% |
| Admin fee / account holder | $5,046 | $4,730+6.7% | $8,342-39.5% | $7,234-30.2% |