Filed July 7, 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 | $90,217 | $112,096-19.5% | $95,952-6.0% | $158,922-43.2% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 10.61% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,015 | $3,198-5.7% | $2,541+18.6% | $4,761-36.7% |
| Participant deferral / active EE | $4,491 | $4,784-6.1% | $4,167+7.8% | $5,982-24.9% |
| Admin fee / account holder | $12,058 | $10,130+19.0% | $6,795+77.4% | $11,246+7.2% |