Filed December 31, 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 | $179,827 | $95,416+88.5% | $185,823-3.2% | $85,850+109.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.51% | 23.59%-10.1pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $8,567 | $3,314+158.5% | $5,167+65.8% | $2,565+234.0% |
| Participant deferral / active EE | $6,690 | $3,423+95.4% | $5,568+20.2% | $3,952+69.3% |
| Admin fee / account holder | $1,067 | $7,213-85.2% | $16,237-93.4% | $6,260-82.9% |