Filed February 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 | $236,243 | $99,020+138.6% | $86,590+172.8% | $147,584+60.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.38% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $16,660 | $3,132+432.0% | $2,839+486.8% | $4,876+241.7% |
| Participant deferral / active EE | $16,667 | $3,972+319.6% | $3,609+361.9% | $5,439+206.4% |
| Admin fee / account holder | $18,685 | $5,710+227.2% | $4,906+280.9% | $10,885+71.7% |