Filed February 11, 2011 (most recent of 2 filings on file)
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 | $94,135 | $148,534-36.6% | $135,903-30.7% | $139,434-32.5% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 30.90% | 79.19%-48.3pp | 68.23%-37.3pp | 372.94%-342.0pp |
| Employer contribution / active EE | $3,500 | $5,243-33.3% | $4,856-27.9% | $4,751-26.3% |
| Participant deferral / active EE | $8,000 | $8,100-1.2% | $7,758+3.1% | $6,710+19.2% |
| Admin fee / account holder | $1,507 | $12,400-87.8% | $10,762-86.0% | $11,403-86.8% |