Filed December 2, 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 | $109,231 | $46,869+133.1% | $122,332-10.7% | $70,131+55.8% |
| Participation rate | 97.6% | 58.2%+39.4pp | 71.6%+25.9pp | 69.5%+28.0pp |
| Annual return | 19.81% | 24.22%-4.4pp | 30.27%-10.5pp | 73.14%-53.3pp |
| Employer contribution / active EE | $5,250 | $1,288+307.7% | $4,050+29.6% | $2,342+124.1% |
| Participant deferral / active EE | $8,293 | $2,166+282.8% | $3,287+152.3% | $3,332+148.9% |
| Admin fee / account holder | $1,629 | $3,322-51.0% | $5,478-70.3% | $4,645-64.9% |