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 | $59,699 | $100,041-40.3% | $149,718-60.1% | $70,131-14.9% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 15.36% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,237 | $3,662+43.0% | $5,445-3.8% | $2,342+123.6% |
| Participant deferral / active EE | $5,209 | $4,983+4.5% | $6,569-20.7% | $3,332+56.3% |
| Admin fee / account holder | $6,007 | $8,286-27.5% | $11,283-46.8% | $4,645+29.3% |