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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,861 | $84,696+14.4% | $75,696+28.0% | $167,490-42.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.8%+18.5pp | 82.1%+11.2pp |
| Annual return | 12.71% | 199.36%-186.7pp | 104.53%-91.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,526 | $4,580+108.0% | $3,821+149.3% | $6,341+50.2% |
| Admin fee / account holder | $1,516 | $5,355-71.7% | $3,619-58.1% | $12,309-87.7% |