Filed January 9, 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 | $95,812 | $90,503+5.9% | $78,689+21.8% | $273,961-65.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.46% | 75.60%-71.1pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $7,043 | $3,176+121.8% | $2,851+147.1% | $4,869+44.7% |
| Participant deferral / active EE | $11,938 | $3,901+206.0% | $3,517+239.4% | $5,287+125.8% |
| Admin fee / account holder | $42,500 | $5,263+707.5% | $4,510+842.3% | $10,132+319.5% |