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 | $136,792 | $85,766+59.5% | $136,294+0.4% | $70,131+95.1% |
| Participation rate | 77.1% | 74.2%+3.0pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 15.45% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $936 | $2,966-68.4% | $4,695-80.1% | $2,342-60.0% |
| Participant deferral / active EE | $7,891 | $5,051+56.2% | $6,247+26.3% | $3,332+136.9% |
| Admin fee / account holder | $1,396 | $5,420-74.3% | $9,243-84.9% | $4,645-70.0% |