Filed February 25, 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 | $108,363 | $68,719+57.7% | $91,541+18.4% | $84,808+27.8% |
| Participation rate | 77.5% | 64.5%+13.0pp | 69.8%+7.7pp | 68.3%+9.2pp |
| Annual return | 13.51% | 19.12%-5.6pp | 20.50%-7.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $908 | $1,920-52.7% | $2,505-63.7% | $2,631-65.5% |
| Participant deferral / active EE | $6,398 | $3,136+104.0% | $4,008+59.6% | $4,212+51.9% |
| Admin fee / account holder | $8,492 | $5,786+46.8% | $6,956+22.1% | $7,344+15.6% |