Filed March 27, 2011 (most recent of 3 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 | $127,746 | $72,277+76.7% | $101,248+26.2% | $79,858+60.0% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 14.37% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,948 | $2,692+9.5% | $3,660-19.4% | $2,471+19.3% |
| Participant deferral / active EE | $7,051 | $3,282+114.9% | $4,370+61.4% | $3,740+88.5% |
| Admin fee / account holder | $4,517 | $4,400+2.7% | $5,945-24.0% | $5,306-14.9% |