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 | $39,092 | $49,177-20.5% | $79,464-50.8% | $64,186-39.1% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.9pp | 69.6%+17.7pp |
| Annual return | -6.51% | -1.16%-5.4pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,267 | $2,076+9.2% | $2,800-19.0% | $2,381-4.8% |
| Participant deferral / active EE | $4,593 | $2,821+62.8% | $3,704+24.0% | $3,470+32.4% |
| Admin fee / account holder | $890 | $3,839-76.8% | $5,113-82.6% | $4,888-81.8% |