Filed February 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,932 | $106,749+143.5% | $145,433+78.7% | $82,448+215.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.81% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $10,215 | $3,444+196.6% | $4,554+124.3% | $2,551+300.4% |
| Participant deferral / active EE | $6,732 | $6,519+3.3% | $7,897-14.8% | $4,139+62.6% |
| Admin fee / account holder | $1,421 | $8,390-83.1% | $13,129-89.2% | $7,234-80.4% |