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 | $39,610 | $91,190-56.6% | $178,490-77.8% | $79,858-50.4% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 16.98% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,947 | $3,256-40.2% | $5,011-61.1% | $2,471-21.2% |
| Participant deferral / active EE | $4,314 | $3,236+33.3% | $5,202-17.1% | $3,740+15.4% |
| Admin fee / account holder | $624 | $6,751-90.8% | $13,984-95.5% | $5,306-88.2% |