Filed June 8, 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 | $32,604 | $209,411-84.4% | $178,490-81.7% | $158,922-79.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.70% | 188.75%-161.1pp | 151.07%-123.4pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,588 | $5,706-72.2% | $5,011-68.3% | $4,761-66.6% |
| Participant deferral / active EE | $3,621 | $5,954-39.2% | $5,202-30.4% | $5,982-39.5% |
| Admin fee / account holder | $635 | $17,074-96.3% | $13,984-95.5% | $11,246-94.4% |