Filed February 3, 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 | $64,833 | $46,674+38.9% | $117,472-44.8% | $68,494-5.3% |
| Participation rate | 82.1% | 56.8%+25.4pp | 70.6%+11.6pp | 67.9%+14.3pp |
| Annual return | -16.84% | -14.52%-2.3pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,760 | $1,505+83.5% | $4,176-33.9% | $2,596+6.3% |
| Participant deferral / active EE | $4,989 | $2,636+89.3% | $4,070+22.6% | $4,027+23.9% |
| Admin fee / account holder | $685 | $4,020-83.0% | $5,645-87.9% | $5,403-87.3% |