Filed May 1, 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 | $204,356 | $185,822+10.0% | $169,993+20.2% | $139,434+46.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 60.50%-45.7pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $19,166 | $7,590+152.5% | $6,785+182.5% | $4,751+303.4% |
| Participant deferral / active EE | $21,828 | $11,622+87.8% | $10,408+109.7% | $6,710+225.3% |
| Admin fee / account holder | $4,389 | $15,381-71.5% | $12,815-65.8% | $11,403-61.5% |