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 | $27,990 | $39,019-28.3% | $80,716-65.3% | $85,850-67.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 19.30% | 26.27%-7.0pp | 87.28%-68.0pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,464 | $722+102.8% | $1,160+26.2% | $2,565-42.9% |
| Participant deferral / active EE | $3,102 | $1,326+134.0% | $2,146+44.6% | $3,952-21.5% |
| Admin fee / account holder | $1,931 | $2,431-20.6% | $3,380-42.9% | $6,260-69.1% |