Filed June 8, 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 | $151,495 | $83,477+81.5% | $125,175+21.0% | $72,985+107.6% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.5%+25.1pp |
| Annual return | 25.17% | 25.78%-0.6pp | 43.79%-18.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $4,324 | $2,345+84.4% | $3,865+11.9% | $2,440+77.2% |
| Participant deferral / active EE | $8,313 | $3,585+131.9% | $4,937+68.4% | $3,607+130.4% |
| Admin fee / account holder | $7,177 | $5,517+30.1% | $9,702-26.0% | $5,124+40.0% |