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 | $19,557 | $34,308-43.0% | $74,701-73.8% | $72,985-73.2% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 23.78% | 26.58%-2.8pp | 752.92%-729.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,369 | $692+97.9% | $1,084+26.3% | $2,440-43.9% |
| Participant deferral / active EE | $2,264 | $1,271+78.1% | $1,964+15.3% | $3,607-37.2% |
| Admin fee / account holder | $1,732 | $2,124-18.5% | $3,333-48.0% | $5,124-66.2% |