Filed December 10, 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 | $67,305 | $52,903+27.2% | $73,307-8.2% | $59,632+12.9% |
| Participation rate | 81.9% | 68.2%+13.7pp | 74.9%+7.0pp | 68.7%+13.3pp |
| Annual return | 0.14% | 12.20%-12.1pp | 5.67%-5.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,541 | $1,909+85.6% | $3,237+9.4% | $2,203+60.8% |
| Participant deferral / active EE | $7,242 | $4,069+78.0% | $4,991+45.1% | $3,192+126.9% |
| Admin fee / account holder | $1,730 | $3,834-54.9% | $5,637-69.3% | $4,297-59.7% |