Filed November 29, 2010 (most recent of 2 filings on file)
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 | $44,715 | $57,354-22.0% | $83,848-46.7% | $64,186-30.3% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | 20.59% | 11.38%+9.2pp | 850.88%-830.3pp | 7.63%+13.0pp |
| Employer contribution / active EE | $2,368 | $2,545-7.0% | $3,631-34.8% | $2,381-0.6% |
| Participant deferral / active EE | $4,997 | $2,993+67.0% | $4,082+22.4% | $3,470+44.0% |
| Admin fee / account holder | $4,378 | $4,046+8.2% | $5,478-20.1% | $4,888-10.4% |