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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,445 | $117,841-8.8% | $102,423+4.9% | $145,922-26.4% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 8.50% | 31.65%-23.2pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,363 | $3,615-7.0% | $3,023+11.2% | $4,660-27.8% |
| Participant deferral / active EE | $5,478 | $5,731-4.4% | $5,053+8.4% | $6,688-18.1% |
| Admin fee / account holder | $14,182 | $13,326+6.4% | $9,451+50.1% | $13,397+5.9% |