Filed June 23, 2011 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,653 | $100,041-30.4% | $149,718-53.5% | $70,131-0.7% |
| Participation rate | 87.7% | 83.6%+4.1pp | 87.1%+0.7pp | 69.5%+18.2pp |
| Annual return | 15.56% | 27.43%-11.9pp | 1501.63%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,116 | $3,662-42.2% | $5,445-61.1% | $2,342-9.7% |
| Participant deferral / active EE | $2,296 | $4,983-53.9% | $6,569-65.0% | $3,332-31.1% |
| Admin fee / account holder | $4,702 | $8,286-43.3% | $11,283-58.3% | $4,645+1.2% |