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 | $169,524 | $106,515+59.2% | $96,683+75.3% | $139,434+21.6% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 0.67% | 38.43%-37.8pp | 35.69%-35.0pp | 372.94%-372.3pp |
| Employer contribution / active EE | $6,261 | $4,103+52.6% | $3,737+67.6% | $4,751+31.8% |
| Participant deferral / active EE | $8,699 | $5,454+59.5% | $4,878+78.3% | $6,710+29.6% |
| Admin fee / account holder | $7,067 | $7,877-10.3% | $6,730+5.0% | $11,403-38.0% |