Filed September 28, 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 | $50,843 | $48,076+5.8% | $78,689-35.4% | $62,891-19.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.25% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,872 | $2,015+92.2% | $2,851+35.8% | $2,281+69.8% |
| Participant deferral / active EE | $5,601 | $2,588+116.4% | $3,517+59.3% | $3,203+74.9% |
| Admin fee / account holder | $1,213 | $3,207-62.2% | $4,510-73.1% | $4,296-71.8% |