Filed March 30, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,358 | $197,591+59.6% | $177,821+77.3% | $158,922+98.4% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 9.92% | 58.76%-48.8pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $3,504 | $6,697-47.7% | $5,918-40.8% | $4,761-26.4% |
| Participant deferral / active EE | $9,936 | $8,405+18.2% | $7,714+28.8% | $5,982+66.1% |
| Admin fee / account holder | $23,547 | $15,399+52.9% | $12,427+89.5% | $11,246+109.4% |