Filed July 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,831 | $96,965-81.6% | $97,995-81.8% | $147,584-87.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 11.26% | 24.11%-12.9pp | 23.94%-12.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $806 | $4,536-82.2% | $4,158-80.6% | $4,876-83.5% |
| Participant deferral / active EE | $1,960 | $5,081-61.4% | $5,097-61.5% | $5,439-64.0% |
| Admin fee / account holder | $553 | $8,120-93.2% | $5,943-90.7% | $10,885-94.9% |