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 | $125,810 | $56,054+124.4% | $171,082-26.5% | $62,891+100.0% |
| Participation rate | 98.8% | 62.9%+35.9pp | 76.7%+22.1pp | 69.3%+29.5pp |
| Annual return | 8.89% | 22.52%-13.6pp | 32.56%-23.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $7,143 | $1,731+312.6% | $4,002+78.5% | $2,281+213.2% |
| Participant deferral / active EE | $3,446 | $3,158+9.1% | $4,797-28.2% | $3,203+7.6% |
| Admin fee / account holder | $10,115 | $3,647+177.4% | $8,520+18.7% | $4,296+135.5% |