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 | $88,875 | $80,968+9.8% | $96,544-7.9% | $75,163+18.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.99% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,733 | $2,282+151.2% | $2,965+93.4% | $2,670+114.7% |
| Participant deferral / active EE | $7,692 | $3,928+95.8% | $4,851+58.6% | $4,125+86.5% |
| Admin fee / account holder | $14,116 | $6,724+109.9% | $8,252+71.1% | $5,651+149.8% |