Filed August 10, 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 | $19,310 | $77,634-75.1% | $156,549-87.7% | $62,891-69.3% |
| Participation rate | 78.1% | 71.2%+6.9pp | 84.0%-5.9pp | 69.3%+8.8pp |
| Annual return | 9.20% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,290 | $3,444-62.5% | $5,501-76.5% | $2,281-43.4% |
| Participant deferral / active EE | $2,677 | $3,045-12.1% | $4,871-45.0% | $3,203-16.4% |
| Admin fee / account holder | $717 | $5,561-87.1% | $13,027-94.5% | $4,296-83.3% |