Filed September 1, 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 | $84,779 | $59,839+41.7% | $81,983+3.4% | $79,858+6.2% |
| Participation rate | 84.2% | 61.6%+22.6pp | 69.2%+15.0pp | 69.6%+14.6pp |
| Annual return | 16.54% | 17.56%-1.0pp | 41.31%-24.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,378 | $1,713+38.8% | $2,498-4.8% | $2,471-3.7% |
| Participant deferral / active EE | $9,225 | $2,695+242.3% | $3,722+147.8% | $3,740+146.6% |
| Admin fee / account holder | $3,443 | $4,287-19.7% | $5,664-39.2% | $5,306-35.1% |