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 | $71,746 | $76,000-5.6% | $154,107-53.4% | $64,186+11.8% |
| Participation rate | 72.4% | 70.4%+2.0pp | 83.0%-10.6pp | 69.6%+2.8pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,874 | $3,351+15.6% | $5,298-26.9% | $2,381+62.7% |
| Participant deferral / active EE | $1,159 | $3,175-63.5% | $5,081-77.2% | $3,470-66.6% |
| Admin fee / account holder | $6,209 | $5,596+11.0% | $13,411-53.7% | $4,888+27.0% |