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 | $102,305 | $209,411-51.1% | $178,490-42.7% | $158,922-35.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 13.61% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,573 | $5,706-54.9% | $5,011-48.6% | $4,761-46.0% |
| Participant deferral / active EE | $5,189 | $5,954-12.8% | $5,202-0.2% | $5,982-13.3% |
| Admin fee / account holder | $11,840 | $17,074-30.7% | $13,984-15.3% | $11,246+5.3% |