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 | $63,102 | $58,208+8.4% | $81,812-22.9% | $80,856-22.0% |
| Participation rate | 89.8% | 63.4%+26.4pp | 72.3%+17.5pp | 67.6%+22.2pp |
| Annual return | 20.49% | 41.66%-21.2pp | 773.79%-753.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,637 | $2,340+12.7% | $2,912-9.4% | $2,755-4.3% |
| Participant deferral / active EE | $5,337 | $3,281+62.7% | $4,319+23.6% | $4,296+24.2% |
| Admin fee / account holder | $2,038 | $4,981-59.1% | $7,386-72.4% | $6,918-70.5% |