Filed July 25, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,590 | $209,832+39.0% | $189,513+53.9% | $167,490+74.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.19% | 748.27%-718.1pp | 555.15%-525.0pp | 478.56%-448.4pp |
| Employer contribution / active EE | $4,258 | $6,914-38.4% | $6,162-30.9% | $4,837-12.0% |
| Participant deferral / active EE | $3,680 | $8,935-58.8% | $8,221-55.2% | $6,341-42.0% |
| Admin fee / account holder | $1,158 | $14,293-91.9% | $12,045-90.4% | $12,309-90.6% |