Filed January 4, 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 | $120,497 | $214,378-43.8% | $200,582-39.9% | $142,382-15.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.05% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,382 | $6,841-50.6% | $6,419-47.3% | $4,299-21.3% |
| Participant deferral / active EE | $4,572 | $9,865-53.7% | $9,331-51.0% | $6,507-29.7% |
| Admin fee / account holder | $1,269 | $17,692-92.8% | $16,305-92.2% | $12,624-89.9% |