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.
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 | $96,340 | $106,515-9.6% | $96,683-0.4% | $139,434-30.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.27% | 38.43%-27.2pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $7,933 | $4,103+93.4% | $3,737+112.3% | $4,751+67.0% |
| Participant deferral / active EE | $2,300 | $5,454-57.8% | $4,878-52.9% | $6,710-65.7% |
| Admin fee / account holder | $12,401 | $7,877+57.4% | $6,730+84.3% | $11,403+8.8% |