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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $76,407-64.1% | $150,298-81.8% | $82,448-66.8% |
| Participation rate | 81.1% | 66.4%+14.7pp | 77.8%+3.4pp | 68.1%+13.1pp |
| Annual return | 12.93% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,282 | $2,614-50.9% | $4,154-69.1% | $2,551-49.7% |
| Participant deferral / active EE | $692 | $3,214-78.5% | $5,453-87.3% | $4,139-83.3% |
| Admin fee / account holder | $1,768 | $6,352-72.2% | $14,116-87.5% | $7,234-75.6% |