Filed March 20, 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 9-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 | $54,861 | $99,985-45.1% | $146,665-62.6% | $85,850-36.1% |
| Participation rate | 98.3% | 73.1%+25.2pp | 80.1%+18.2pp | 69.3%+29.0pp |
| Annual return | 11.33% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,025 | $2,559-59.9% | $4,136-75.2% | $2,565-60.0% |
| Participant deferral / active EE | $3,879 | $4,006-3.2% | $5,506-29.6% | $3,952-1.9% |
| Admin fee / account holder | $10,603 | $7,702+37.7% | $10,280+3.1% | $6,260+69.4% |