Filed June 22, 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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,927 | $78,705-1.0% | $117,854-33.9% | $70,131+11.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.33% | 23.30%-11.0pp | 335.08%-322.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,546 | $2,223+14.5% | $3,786-32.8% | $2,342+8.7% |
| Participant deferral / active EE | $4,396 | $3,297+33.3% | $4,482-1.9% | $3,332+31.9% |
| Admin fee / account holder | $566 | $5,065-88.8% | $8,020-92.9% | $4,645-87.8% |