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 | $38,888 | $99,020-60.7% | $86,590-55.1% | $147,584-73.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.25% | 1312.34%-1302.1pp | 964.84%-954.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $7,475 | $3,132+138.7% | $2,839+163.3% | $4,876+53.3% |
| Participant deferral / active EE | $6,510 | $3,972+63.9% | $3,609+80.4% | $5,439+19.7% |
| Admin fee / account holder | $72,979 | $5,710+1178.0% | $4,906+1387.7% | $10,885+570.4% |