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 | $86,255 | $102,317-15.7% | $146,958-41.3% | $80,856+6.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 16.58% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,875 | $3,713-22.6% | $4,933-41.7% | $2,755+4.4% |
| Participant deferral / active EE | $6,237 | $6,644-6.1% | $8,070-22.7% | $4,296+45.2% |
| Admin fee / account holder | $3,458 | $7,941-56.5% | $12,998-73.4% | $6,918-50.0% |