Filed June 8, 2009 (most recent of 2 filings on file)
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 | $48,250 | $65,041-25.8% | $90,951-47.0% | $79,858-39.6% |
| Participation rate | 94.2% | 61.6%+32.6pp | 69.0%+25.2pp | 69.6%+24.6pp |
| Annual return | 15.56% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,408 | $1,247+12.9% | $2,122-33.7% | $2,471-43.0% |
| Participant deferral / active EE | $1,155 | $2,512-54.0% | $3,373-65.8% | $3,740-69.1% |
| Admin fee / account holder | $1,397 | $4,536-69.2% | $5,959-76.5% | $5,306-73.7% |