Filed January 24, 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 | $117,595 | $181,894-35.3% | $156,549-24.9% | $273,961-57.1% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 13.03% | 30.74%-17.7pp | 32.23%-19.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,352 | $6,248-62.4% | $5,501-57.3% | $4,869-51.7% |
| Participant deferral / active EE | $8,727 | $5,550+57.2% | $4,871+79.2% | $5,287+65.1% |
| Admin fee / account holder | $2,327 | $15,559-85.0% | $13,027-82.1% | $10,132-77.0% |