Filed June 24, 2009 (most recent of 2 filings on file)
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 6-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 | $29,753 | $74,888-60.3% | $71,209-58.2% | $142,382-79.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.44% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,467 | $2,854+91.5% | $2,721+100.9% | $4,299+27.2% |
| Participant deferral / active EE | $2,714 | $4,454-39.1% | $4,175-35.0% | $6,507-58.3% |
| Admin fee / account holder | $968 | $5,568-82.6% | $5,349-81.9% | $12,624-92.3% |