Filed February 5, 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 | $87,062 | $123,793-29.7% | $177,821-51.0% | $79,858+9.0% |
| Participation rate | 96.9% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 11.40% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,072 | $4,095-25.0% | $5,918-48.1% | $2,471+24.3% |
| Participant deferral / active EE | $4,252 | $5,956-28.6% | $7,714-44.9% | $3,740+13.7% |
| Admin fee / account holder | $6,468 | $7,243-10.7% | $12,427-48.0% | $5,306+21.9% |