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 | $47,751 | $84,233-43.3% | $170,442-72.0% | $70,131-31.9% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 14.28% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,539 | $3,387-25.0% | $5,433-53.3% | $2,342+8.4% |
| Participant deferral / active EE | $1,047 | $3,086-66.1% | $4,939-78.8% | $3,332-68.6% |
| Admin fee / account holder | $1,873 | $5,698-67.1% | $13,880-86.5% | $4,645-59.7% |