Filed May 4, 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 | $150,848 | $67,606+123.1% | $82,313+83.3% | $70,131+115.1% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 18.44% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,009 | $1,755+14.5% | $2,428-17.3% | $2,342-14.3% |
| Participant deferral / active EE | $8,087 | $2,987+170.8% | $3,706+118.2% | $3,332+142.7% |
| Admin fee / account holder | $17,812 | $4,512+294.8% | $5,608+217.6% | $4,645+283.4% |