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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,737 | $84,233-58.8% | $170,442-79.6% | $70,131-50.5% |
| Participation rate | 77.6% | 70.8%+6.8pp | 83.6%-6.0pp | 69.5%+8.1pp |
| Annual return | 26.03% | 23.06%+3.0pp | 205.93%-179.9pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,157 | $3,387-65.8% | $5,433-78.7% | $2,342-50.6% |
| Participant deferral / active EE | $3,276 | $3,086+6.2% | $4,939-33.7% | $3,332-1.7% |
| Admin fee / account holder | $599 | $5,698-89.5% | $13,880-95.7% | $4,645-87.1% |