Filed December 2, 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.)
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 | $42,054 | $51,576-18.5% | $129,207-67.5% | $80,856-48.0% |
| Participation rate | 87.0% | 57.0%+30.1pp | 69.6%+17.4pp | 67.6%+19.4pp |
| Annual return | 11.10% | 20.81%-9.7pp | 9417.33%-9406.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,110 | $2,669+16.5% | $4,168-25.4% | $4,296-27.6% |
| Admin fee / account holder | $419 | $4,305-90.3% | $7,715-94.6% | $6,918-93.9% |