Filed September 5, 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 | $67,824 | $56,199+20.7% | $67,652+0.3% | $59,632+13.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.12% | 18505.31%-18505.4pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $4,907 | $1,614+203.9% | $2,266+116.6% | $2,203+122.8% |
| Participant deferral / active EE | $3,289 | $2,844+15.6% | $3,560-7.6% | $3,192+3.0% |
| Admin fee / account holder | $8,842 | $3,958+123.4% | $4,821+83.4% | $4,297+105.8% |