Filed December 30, 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 | $61,406 | $84,233-27.1% | $170,442-64.0% | $70,131-12.4% |
| Participation rate | 87.7% | 70.8%+16.9pp | 83.6%+4.1pp | 69.5%+18.2pp |
| Annual return | 48.94% | 23.06%+25.9pp | 205.93%-157.0pp | 73.14%-24.2pp |
| Employer contribution / active EE | $2,078 | $3,387-38.6% | $5,433-61.7% | $2,342-11.3% |
| Participant deferral / active EE | $3,472 | $3,086+12.5% | $4,939-29.7% | $3,332+4.2% |
| Admin fee / account holder | $3,108 | $5,698-45.5% | $13,880-77.6% | $4,645-33.1% |