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 | $78,556 | $148,978-47.3% | $200,582-60.8% | $84,808-7.4% |
| Participation rate | 97.0% | 84.2%+12.8pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 18.09% | 28.16%-10.1pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,201 | $4,815-54.3% | $6,419-65.7% | $2,631-16.4% |
| Participant deferral / active EE | $3,571 | $7,142-50.0% | $9,331-61.7% | $4,212-15.2% |
| Admin fee / account holder | $1,678 | $13,977-88.0% | $16,305-89.7% | $7,344-77.2% |