Filed September 4, 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 | $113,932 | $83,477+36.5% | $125,175-9.0% | $72,985+56.1% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.6pp | 69.5%+23.8pp |
| Annual return | 19.35% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,223 | $2,345+37.4% | $3,865-16.6% | $2,440+32.1% |
| Participant deferral / active EE | $7,000 | $3,585+95.2% | $4,937+41.8% | $3,607+94.0% |
| Admin fee / account holder | $10,902 | $5,517+97.6% | $9,702+12.4% | $5,124+112.7% |