Filed June 22, 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 | $66,091 | $58,828+12.3% | $77,999-15.3% | $62,891+5.1% |
| Participation rate | 88.5% | 71.1%+17.4pp | 75.5%+12.9pp | 69.3%+19.2pp |
| Annual return | 5.09% | 17.16%-12.1pp | 425.96%-420.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,013 | $1,672-39.4% | $2,470-59.0% | $2,281-55.6% |
| Participant deferral / active EE | $5,600 | $2,686+108.5% | $3,497+60.2% | $3,203+74.8% |
| Admin fee / account holder | $1,267 | $4,393-71.2% | $5,480-76.9% | $4,296-70.5% |