Filed April 16, 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 | $118,470 | $76,552+54.8% | $123,892-4.4% | $62,891+88.4% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,030 | $2,883-64.3% | $4,617-77.7% | $2,281-54.8% |
| Participant deferral / active EE | $7,718 | $4,840+59.5% | $5,984+29.0% | $3,203+141.0% |
| Admin fee / account holder | $5,282 | $4,826+9.5% | $8,357-36.8% | $4,296+23.0% |