Filed July 1, 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 8-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 | $16,608 | $81,248-79.6% | $155,509-89.3% | $80,856-79.5% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.5pp |
| Annual return | 28.15% | 33.31%-5.2pp | 64.67%-36.5pp | 35.59%-7.4pp |
| Employer contribution / active EE | $3,299 | $3,100+6.4% | $4,672-29.4% | $2,755+19.8% |
| Participant deferral / active EE | $3,131 | $3,452-9.3% | $5,626-44.4% | $4,296-27.1% |
| Admin fee / account holder | $862 | $7,997-89.2% | $15,912-94.6% | $6,918-87.5% |