Filed November 23, 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 | $16,676 | $32,117-48.1% | $71,086-76.5% | $64,186-74.0% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -5.05% | -5.57%+0.5pp | 650.59%-655.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,262 | $712+77.1% | $1,088+16.0% | $2,381-47.0% |
| Participant deferral / active EE | $1,988 | $1,263+57.4% | $1,874+6.1% | $3,470-42.7% |
| Admin fee / account holder | $916 | $2,759-66.8% | $3,082-70.3% | $4,888-81.3% |