Filed March 4, 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 | $155,741 | $63,346+145.9% | $92,233+68.9% | $70,131+122.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.27% | 530.12%-511.8pp | 176.28%-158.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,359 | $2,471+76.4% | $3,679+18.5% | $2,342+86.1% |
| Participant deferral / active EE | $5,066 | $2,854+77.5% | $3,897+30.0% | $3,332+52.0% |
| Admin fee / account holder | $1,365 | $3,840-64.4% | $5,194-73.7% | $4,645-70.6% |