Filed August 4, 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 | $33,949 | $48,076-29.4% | $78,689-56.9% | $62,891-46.0% |
| Participation rate | 86.3% | 65.2%+21.1pp | 73.6%+12.7pp | 69.3%+17.0pp |
| Annual return | 8.66% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,877 | $2,015+92.4% | $2,851+36.0% | $2,281+70.0% |
| Participant deferral / active EE | $6,708 | $2,588+159.2% | $3,517+90.7% | $3,203+109.4% |
| Admin fee / account holder | $1,719 | $3,207-46.4% | $4,510-61.9% | $4,296-60.0% |