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 | $161,035 | $47,848+236.6% | $81,478+97.6% | $70,131+129.6% |
| Participation rate | 92.0% | 58.3%+33.7pp | 68.0%+24.0pp | 69.5%+22.5pp |
| Annual return | 17.10% | 27.25%-10.2pp | 38.78%-21.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,904 | $1,527+90.2% | $2,568+13.1% | $2,342+24.0% |
| Participant deferral / active EE | $4,928 | $2,453+100.9% | $3,537+39.3% | $3,332+47.9% |
| Admin fee / account holder | $5,343 | $3,145+69.9% | $4,561+17.1% | $4,645+15.0% |