Filed July 13, 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 | $147,119 | $93,071+58.1% | $74,583+97.3% | $273,961-46.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 14.90% | 26.18%-11.3pp | 20.47%-5.6pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,817 | $3,160-10.8% | $2,525+11.6% | $4,869-42.1% |
| Participant deferral / active EE | $4,987 | $4,160+19.9% | $3,458+44.2% | $5,287-5.7% |
| Admin fee / account holder | $2,354 | $5,272-55.3% | $4,138-43.1% | $10,132-76.8% |