Filed October 1, 2010 (most recent of 4 filings on file)
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 | $125,991 | $198,466-36.5% | $170,442-26.1% | $147,584-14.6% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 17.27% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,913 | $6,184-36.7% | $5,433-28.0% | $4,876-19.8% |
| Participant deferral / active EE | $6,309 | $5,629+12.1% | $4,939+27.7% | $5,439+16.0% |
| Admin fee / account holder | $969 | $16,852-94.3% | $13,880-93.0% | $10,885-91.1% |