Filed June 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 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 | $66,876 | $77,634-13.9% | $156,549-57.3% | $62,891+6.3% |
| Participation rate | 93.8% | 71.2%+22.5pp | 84.0%+9.7pp | 69.3%+24.4pp |
| Annual return | 7.54% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,978 | $3,444+44.5% | $5,501-9.5% | $2,281+118.2% |
| Participant deferral / active EE | $1,785 | $3,045-41.4% | $4,871-63.4% | $3,203-44.3% |
| Admin fee / account holder | $707 | $5,561-87.3% | $13,027-94.6% | $4,296-83.6% |