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 | $74,416 | $49,173+51.3% | $121,098-38.5% | $75,163-1.0% |
| Participation rate | 86.7% | 55.4%+31.3pp | 69.5%+17.2pp | 67.2%+19.5pp |
| Annual return | 15.96% | 55.99%-40.0pp | 985.75%-969.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,686 | $1,546+73.8% | $4,164-35.5% | $2,670+0.6% |
| Participant deferral / active EE | $4,877 | $2,628+85.6% | $4,080+19.5% | $4,125+18.2% |
| Admin fee / account holder | $7,783 | $3,942+97.4% | $5,644+37.9% | $5,651+37.7% |