Filed October 9, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,060 | $115,770-23.9% | $101,248-13.0% | $158,922-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.94% | 56.14%-49.2pp | 46.47%-39.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,730 | $4,175-34.6% | $3,660-25.4% | $4,761-42.7% |
| Participant deferral / active EE | $1,256 | $4,957-74.7% | $4,370-71.3% | $5,982-79.0% |
| Admin fee / account holder | $1,373 | $7,245-81.1% | $5,945-76.9% | $11,246-87.8% |