Filed February 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,398 | $80,717-66.1% | $154,803-82.3% | $84,808-67.7% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.1pp | 68.3%+12.8pp |
| Annual return | 12.93% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,282 | $2,761-53.6% | $4,305-70.2% | $2,631-51.3% |
| Participant deferral / active EE | $692 | $3,303-79.1% | $5,540-87.5% | $4,212-83.6% |
| Admin fee / account holder | $1,768 | $6,746-73.8% | $14,329-87.7% | $7,344-75.9% |