Filed October 22, 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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,120 | $124,425+121.1% | $112,040+145.6% | $137,256+100.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.07% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $15,618 | $3,411+357.8% | $2,954+428.7% | $4,156+275.8% |
| Participant deferral / active EE | $10,742 | $5,718+87.8% | $5,098+110.7% | $6,407+67.7% |
| Admin fee / account holder | $3,770 | $15,207-75.2% | $12,098-68.8% | $12,270-69.3% |