Filed March 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,667 | $137,414-55.9% | $189,513-68.0% | $85,850-29.3% |
| Participation rate | 90.8% | 84.6%+6.2pp | 87.8%+3.0pp | 69.3%+21.5pp |
| Annual return | 15.84% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,271 | $4,344-70.7% | $6,162-79.4% | $2,565-50.4% |
| Participant deferral / active EE | $3,144 | $6,260-49.8% | $8,221-61.8% | $3,952-20.5% |
| Admin fee / account holder | $1,235 | $8,630-85.7% | $12,045-89.7% | $6,260-80.3% |