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 | $174,908 | $133,958+30.6% | $112,228+55.9% | $134,475+30.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.54% | 47.11%-52.7pp | 27.45%-33.0pp | 417.96%-423.5pp |
| Employer contribution / active EE | $5,644 | $4,038+39.8% | $3,635+55.3% | $4,740+19.1% |
| Participant deferral / active EE | $10,459 | $5,291+97.7% | $4,728+121.2% | $6,400+63.4% |
| Admin fee / account holder | $1,522 | $7,489-79.7% | $6,410-76.3% | $11,426-86.7% |