Filed July 29, 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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $501,668 | $214,378+134.0% | $200,582+150.1% | $142,382+252.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.67% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,034 | $6,841-84.9% | $6,419-83.9% | $4,299-75.9% |
| Participant deferral / active EE | $11,130 | $9,865+12.8% | $9,331+19.3% | $6,507+71.0% |
| Admin fee / account holder | $1,567 | $17,692-91.1% | $16,305-90.4% | $12,624-87.6% |