Filed January 24, 2011
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 | $72,105 | $54,350+32.7% | $82,719-12.8% | $68,494+5.3% |
| Participation rate | 92.2% | 63.9%+28.2pp | 72.6%+19.6pp | 67.9%+24.3pp |
| Annual return | 5.42% | -13.67%+19.1pp | 701.18%-695.8pp | -7.84%+13.3pp |
| Employer contribution / active EE | $2,277 | $2,218+2.7% | $3,009-24.3% | $2,596-12.3% |
| Participant deferral / active EE | $4,656 | $3,246+43.4% | $4,395+5.9% | $4,027+15.6% |
| Admin fee / account holder | $1,218 | $4,395-72.3% | $5,329-77.1% | $5,403-77.5% |