Filed March 21, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $105,202 | $178,174-41.0% | $156,181-32.6% | $137,256-23.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.99% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,493 | $4,972-70.0% | $4,294-65.2% | $4,156-64.1% |
| Participant deferral / active EE | $8,345 | $6,888+21.2% | $6,132+36.1% | $6,407+30.2% |
| Admin fee / account holder | $15,826 | $17,404-9.1% | $14,586+8.5% | $12,270+29.0% |