Filed February 8, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,391 | $74,888+326.5% | $71,209+348.5% | $142,382+124.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.93% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $18,131 | $2,854+535.2% | $2,721+566.3% | $4,299+321.7% |
| Participant deferral / active EE | $15,424 | $4,454+246.3% | $4,175+269.4% | $6,507+137.0% |
| Admin fee / account holder | $3,277 | $5,568-41.1% | $5,349-38.7% | $12,624-74.0% |