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 | $30,349 | $85,202-64.4% | $172,739-82.4% | $72,985-58.4% |
| Participation rate | 72.6% | 70.1%+2.5pp | 82.6%-10.0pp | 69.5%+3.1pp |
| Annual return | 22.76% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,478 | $3,324-55.5% | $5,143-71.3% | $2,440-39.4% |
| Participant deferral / active EE | $3,201 | $3,260-1.8% | $5,198-38.4% | $3,607-11.3% |
| Admin fee / account holder | $1,362 | $5,884-76.9% | $13,954-90.2% | $5,124-73.4% |