Filed March 25, 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 | $116,389 | $48,364+140.7% | $71,796+62.1% | $62,891+85.1% |
| Participation rate | 86.2% | 60.6%+25.6pp | 69.1%+17.1pp | 69.3%+16.9pp |
| Annual return | 9.76% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,823 | $1,042+75.0% | $1,924-5.3% | $2,281-20.1% |
| Participant deferral / active EE | $2,886 | $2,091+38.0% | $2,794+3.3% | $3,203-9.9% |
| Admin fee / account holder | $3,238 | $3,771-14.1% | $4,815-32.8% | $4,296-24.6% |