Filed November 17, 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 | $80,059 | $90,600-11.6% | $79,464+0.7% | $135,375-40.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | 6.30% | 977.43%-971.1pp | 718.14%-711.8pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,956 | $3,068-36.2% | $2,800-30.1% | $4,779-59.1% |
| Participant deferral / active EE | $3,903 | $4,050-3.6% | $3,704+5.4% | $5,609-30.4% |
| Admin fee / account holder | $4,195 | $5,907-29.0% | $5,113-18.0% | $10,827-61.3% |