Filed May 12, 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 | $43,727 | $77,634-43.7% | $156,549-72.1% | $62,891-30.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.30% | 50.32%-38.0pp | 32.23%-19.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,461 | $3,444-28.5% | $5,501-55.3% | $2,281+7.9% |
| Participant deferral / active EE | $5,933 | $3,045+94.8% | $4,871+21.8% | $3,203+85.2% |
| Admin fee / account holder | $2,477 | $5,561-55.5% | $13,027-81.0% | $4,296-42.3% |