Filed September 3, 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 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 | $46,994 | $110,094-57.3% | $151,611-69.0% | $68,494-31.4% |
| Participation rate | 96.7% | 84.0%+12.8pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -6.71% | -10.12%+3.4pp | 3.33%-10.0pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,010 | $4,471-55.0% | $6,166-67.4% | $2,596-22.6% |
| Participant deferral / active EE | $3,177 | $6,527-51.3% | $8,363-62.0% | $4,027-21.1% |
| Admin fee / account holder | $1,504 | $7,719-80.5% | $11,616-87.1% | $5,403-72.2% |