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 | $50,274 | $48,076+4.6% | $78,689-36.1% | $62,891-20.1% |
| Participation rate | 73.3% | 65.2%+8.1pp | 73.6%-0.2pp | 69.3%+4.0pp |
| Annual return | 6.57% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $217 | $2,015-89.2% | $2,851-92.4% | $2,281-90.5% |
| Participant deferral / active EE | $2,167 | $2,588-16.3% | $3,517-38.4% | $3,203-32.3% |
| Admin fee / account holder | $681 | $3,207-78.8% | $4,510-84.9% | $4,296-84.1% |