Filed March 12, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,894 | $99,341+353.9% | $84,750+432.0% | $273,961+64.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $13,679 | $4,214+224.6% | $3,574+282.7% | $4,869+180.9% |
| Participant deferral / active EE | $11,545 | $4,269+170.4% | $3,712+211.1% | $5,287+118.4% |
| Admin fee / account holder | $3,268 | $6,644-50.8% | $5,332-38.7% | $10,132-67.7% |