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 | $65,941 | $138,347-52.3% | $184,203-64.2% | $80,856-18.4% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.6%+30.8pp |
| Annual return | 14.39% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,102 | $4,850-56.7% | $6,427-67.3% | $2,755-23.7% |
| Participant deferral / active EE | $3,363 | $7,071-52.4% | $9,131-63.2% | $4,296-21.7% |
| Admin fee / account holder | $5,517 | $10,483-47.4% | $13,901-60.3% | $6,918-20.2% |