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 | $23,911 | $84,233-71.6% | $170,442-86.0% | $70,131-65.9% |
| Participation rate | 77.5% | 70.8%+6.6pp | 83.6%-6.1pp | 69.5%+7.9pp |
| Annual return | 18.27% | 23.06%-4.8pp | 205.93%-187.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,290 | $3,387-61.9% | $5,433-76.2% | $2,342-44.9% |
| Participant deferral / active EE | $2,794 | $3,086-9.4% | $4,939-43.4% | $3,332-16.1% |
| Admin fee / account holder | $1,041 | $5,698-81.7% | $13,880-92.5% | $4,645-77.6% |