Filed November 19, 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,893 | $69,207-36.6% | $64,056-31.5% | $139,434-68.5% |
| Participation rate | 93.8% | 75.6%+18.2pp | 72.3%+21.4pp | 80.3%+13.4pp |
| Annual return | 14.45% | 45.88%-31.4pp | 33.69%-19.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $7,806 | $3,182+145.3% | $2,747+184.2% | $4,751+64.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,790 | $4,244-57.8% | $3,068-41.7% | $11,403-84.3% |