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 | $52,165 | $94,529-44.8% | $140,016-62.7% | $64,186-18.7% |
| Participation rate | 96.5% | 84.1%+12.4pp | 87.5%+9.0pp | 69.6%+26.9pp |
| Annual return | -5.24% | 7.77%-13.0pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,514 | $3,812-60.3% | $5,606-73.0% | $2,381-36.4% |
| Participant deferral / active EE | $2,178 | $5,250-58.5% | $6,927-68.6% | $3,470-37.2% |
| Admin fee / account holder | $2,971 | $6,741-55.9% | $10,705-72.3% | $4,888-39.2% |