Filed March 18, 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 | $44,152 | $72,277-38.9% | $101,248-56.4% | $79,858-44.7% |
| Participation rate | 94.0% | 68.5%+25.6pp | 75.8%+18.2pp | 69.6%+24.4pp |
| Annual return | 14.89% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $719 | $2,692-73.3% | $3,660-80.4% | $2,471-70.9% |
| Participant deferral / active EE | $2,484 | $3,282-24.3% | $4,370-43.2% | $3,740-33.6% |
| Admin fee / account holder | $693 | $4,400-84.3% | $5,945-88.3% | $5,306-86.9% |