Filed January 9, 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 | $191,275 | $98,240+94.7% | $82,313+132.4% | $147,584+29.6% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 20.38% | 30.85%-10.5pp | 25.88%-5.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,980 | $3,192+24.7% | $2,428+63.9% | $4,876-18.4% |
| Participant deferral / active EE | $6,362 | $4,383+45.1% | $3,706+71.7% | $5,439+17.0% |
| Admin fee / account holder | $971 | $8,563-88.7% | $5,608-82.7% | $10,885-91.1% |