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 | $79,634 | $56,277+41.5% | $80,975-1.7% | $62,891+26.6% |
| Participation rate | 82.1% | 69.0%+13.2pp | 75.8%+6.3pp | 69.3%+12.8pp |
| Annual return | 8.30% | 22.12%-13.8pp | 17.10%-8.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,296 | $1,943+69.7% | $3,714-11.3% | $2,281+44.5% |
| Participant deferral / active EE | $6,878 | $4,195+63.9% | $5,696+20.7% | $3,203+114.7% |
| Admin fee / account holder | $855 | $3,741-77.1% | $5,516-84.5% | $4,296-80.1% |