Filed August 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $168,557 | $115,770+45.6% | $101,248+66.5% | $158,922+6.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.78% | 56.14%-56.9pp | 46.47%-47.3pp | 302.83%-303.6pp |
| Employer contribution / active EE | $7,147 | $4,175+71.2% | $3,660+95.3% | $4,761+50.1% |
| Participant deferral / active EE | $7,929 | $4,957+60.0% | $4,370+81.4% | $5,982+32.5% |
| Admin fee / account holder | $925 | $7,245-87.2% | $5,945-84.4% | $11,246-91.8% |