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 | $245,829 | $201,272+22.1% | $184,203+33.5% | $145,922+68.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.83% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $16,864 | $7,022+140.2% | $6,427+162.4% | $4,660+261.9% |
| Participant deferral / active EE | $19,926 | $9,806+103.2% | $9,131+118.2% | $6,688+197.9% |
| Admin fee / account holder | $21,851 | $16,364+33.5% | $13,901+57.2% | $13,397+63.1% |