Filed December 14, 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 | $118,653 | $52,519+125.9% | $155,790-23.8% | $59,632+99.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.21% | 53.51%-53.3pp | 71.54%-71.3pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $7,407 | $1,589+366.1% | $3,836+93.1% | $2,203+236.3% |
| Participant deferral / active EE | $3,047 | $3,084-1.2% | $4,797-36.5% | $3,192-4.5% |
| Admin fee / account holder | $12,876 | $3,540+263.7% | $7,478+72.2% | $4,297+199.7% |