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 | $149,950 | $98,240+52.6% | $82,313+82.2% | $147,584+1.6% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 18.27% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,537 | $3,192-51.8% | $2,428-36.7% | $4,876-68.5% |
| Participant deferral / active EE | $4,711 | $4,383+7.5% | $3,706+27.1% | $5,439-13.4% |
| Admin fee / account holder | $8,076 | $8,563-5.7% | $5,608+44.0% | $10,885-25.8% |