Filed June 30, 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 | $89,588 | $117,841-24.0% | $102,423-12.5% | $145,922-38.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 22.34% | 31.65%-9.3pp | 29.32%-7.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,631 | $3,615-27.2% | $3,023-13.0% | $4,660-43.5% |
| Participant deferral / active EE | $3,676 | $5,731-35.9% | $5,053-27.3% | $6,688-45.0% |
| Admin fee / account holder | $963 | $13,326-92.8% | $9,451-89.8% | $13,397-92.8% |