Filed December 17, 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 | $114,370 | $140,588-18.6% | $123,104-7.1% | $125,391-8.8% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -0.84% | 16.80%-17.6pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,884 | $6,041+13.9% | $5,151+33.6% | $4,866+41.5% |
| Participant deferral / active EE | $10,952 | $6,980+56.9% | $6,230+75.8% | $5,352+104.7% |
| Admin fee / account holder | $33,829 | $11,198+202.1% | $9,015+275.3% | $9,540+254.6% |