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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,830 | $84,233-86.0% | $170,442-93.1% | $70,131-83.1% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 16.39% | 23.06%-6.7pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,062 | $3,387-68.6% | $5,433-80.5% | $2,342-54.7% |
| Participant deferral / active EE | $485 | $3,086-84.3% | $4,939-90.2% | $3,332-85.5% |
| Admin fee / account holder | $458 | $5,698-92.0% | $13,880-96.7% | $4,645-90.2% |