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 | $128,458 | $86,929+47.8% | $102,423+25.4% | $80,856+58.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.62% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $6,252 | $2,369+163.9% | $3,023+106.8% | $2,755+126.9% |
| Participant deferral / active EE | $10,053 | $4,118+144.1% | $5,053+99.0% | $4,296+134.0% |
| Admin fee / account holder | $6,728 | $8,049-16.4% | $9,451-28.8% | $6,918-2.7% |