Filed April 2, 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 | $50,440 | $87,841-42.6% | $133,980-62.4% | $62,891-19.8% |
| Participation rate | 92.5% | 83.4%+9.1pp | 87.1%+5.4pp | 69.3%+23.2pp |
| Annual return | 9.72% | 12.05%-2.3pp | 29.30%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $5,264 | $3,483+51.1% | $5,211+1.0% | $2,281+130.8% |
| Participant deferral / active EE | $5,720 | $4,812+18.9% | $6,282-8.9% | $3,203+78.6% |
| Admin fee / account holder | $12,684 | $5,371+136.2% | $9,324+36.0% | $4,296+195.3% |