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 | $47,546 | $29,660+60.3% | $56,411-15.7% | $80,856-41.2% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 15.84% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,031 | $669+203.4% | $1,039+95.5% | $2,755-26.3% |
| Participant deferral / active EE | $4,539 | $1,226+270.2% | $1,952+132.5% | $4,296+5.7% |
| Admin fee / account holder | $1,592 | $2,428-34.4% | $2,829-43.7% | $6,918-77.0% |