Filed March 15, 2010
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,877 | $65,365-20.6% | $92,893-44.2% | $72,985-28.9% |
| Participation rate | 76.6% | 68.3%+8.3pp | 76.0%+0.6pp | 69.5%+7.1pp |
| Annual return | 20.56% | 42.10%-21.5pp | 109.41%-88.9pp | 81.00%-60.4pp |
| Employer contribution / active EE | $401 | $2,594-84.5% | $3,653-89.0% | $2,440-83.6% |
| Participant deferral / active EE | $2,520 | $3,128-19.5% | $4,236-40.5% | $3,607-30.2% |
| Admin fee / account holder | $6,715 | $4,251+58.0% | $5,794+15.9% | $5,124+31.0% |