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 | $163,697 | $96,956+68.8% | $70,014+133.8% | $273,961-40.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 9.01% | 12.93%-3.9pp | 12.99%-4.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,857 | $3,316-13.8% | $2,338+22.2% | $4,869-41.3% |
| Participant deferral / active EE | $7,477 | $3,744+99.7% | $2,931+155.1% | $5,287+41.4% |
| Admin fee / account holder | $10,872 | $7,934+37.0% | $4,380+148.2% | $10,132+7.3% |