Filed June 22, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,517 | $185,822-61.5% | $169,993-57.9% | $139,434-48.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.86% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,112 | $7,590-72.2% | $6,785-68.9% | $4,751-55.5% |
| Participant deferral / active EE | $1,988 | $11,622-82.9% | $10,408-80.9% | $6,710-70.4% |
| Admin fee / account holder | $5,210 | $15,381-66.1% | $12,815-59.3% | $11,403-54.3% |