Filed June 8, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,122 | $53,127-13.2% | $86,590-46.7% | $70,131-34.2% |
| Participation rate | 76.2% | 65.3%+10.9pp | 73.5%+2.6pp | 69.5%+6.6pp |
| Annual return | 20.23% | 27.66%-7.4pp | 964.84%-944.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,091 | $2,068+1.1% | $2,839-26.3% | $2,342-10.7% |
| Participant deferral / active EE | $4,346 | $2,696+61.2% | $3,609+20.4% | $3,332+30.4% |
| Admin fee / account holder | $1,860 | $3,585-48.1% | $4,906-62.1% | $4,645-59.9% |