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 | $76,029 | $84,233-9.7% | $170,442-55.4% | $70,131+8.4% |
| Participation rate | 95.8% | 70.8%+25.0pp | 83.6%+12.2pp | 69.5%+26.3pp |
| Annual return | 13.42% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,479 | $3,387+2.7% | $5,433-36.0% | $2,342+48.5% |
| Participant deferral / active EE | $1,835 | $3,086-40.5% | $4,939-62.9% | $3,332-44.9% |
| Admin fee / account holder | $378 | $5,698-93.4% | $13,880-97.3% | $4,645-91.9% |