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 | $75,035 | $57,281+31.0% | $86,612-13.4% | $75,163-0.2% |
| Participation rate | 97.2% | 63.2%+34.0pp | 71.7%+25.5pp | 67.2%+30.0pp |
| Annual return | 25.57% | 2670.75%-2645.2pp | 591.07%-565.5pp | 160.62%-135.0pp |
| Employer contribution / active EE | $2,972 | $2,314+28.4% | $3,022-1.7% | $2,670+11.3% |
| Participant deferral / active EE | $7,102 | $3,318+114.1% | $4,438+60.0% | $4,125+72.2% |
| Admin fee / account holder | $1,039 | $4,112-74.7% | $5,614-81.5% | $5,651-81.6% |