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.)
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 | $194,166 | $124,281+56.2% | $109,143+77.9% | $167,490+15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.26% | 26.04%-1.8pp | 25.75%-1.5pp | 478.56%-454.3pp |
| Employer contribution / active EE | $6,612 | $4,207+57.2% | $3,722+77.6% | $4,837+36.7% |
| Participant deferral / active EE | $8,770 | $5,255+66.9% | $4,653+88.5% | $6,341+38.3% |
| Admin fee / account holder | $29,016 | $7,970+264.1% | $6,752+329.7% | $12,309+135.7% |