Filed December 1, 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 | $91,228 | $78,422+16.3% | $95,952-4.9% | $79,858+14.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.39% | 19.37%+2.0pp | 91.61%-70.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $4,276 | $1,945+119.8% | $2,541+68.3% | $2,471+73.1% |
| Participant deferral / active EE | $6,077 | $3,440+76.7% | $4,167+45.8% | $3,740+62.5% |
| Admin fee / account holder | $6,895 | $5,622+22.6% | $6,795+1.5% | $5,306+29.9% |