Filed March 11, 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 | $32,040 | $82,032-60.9% | $123,104-74.0% | $59,632-46.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.21% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $2,867 | $3,297-13.0% | $5,151-44.3% | $2,203+30.2% |
| Participant deferral / active EE | $2,636 | $4,667-43.5% | $6,230-57.7% | $3,192-17.4% |
| Admin fee / account holder | $3,288 | $5,881-44.1% | $9,015-63.5% | $4,297-23.5% |