Filed December 19, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,427 | $75,828-84.9% | $147,614-92.3% | $59,632-80.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.24% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,327 | $3,485-61.9% | $5,564-76.2% | $2,203-39.8% |
| Participant deferral / active EE | $2,403 | $3,130-23.2% | $4,895-50.9% | $3,192-24.7% |
| Admin fee / account holder | $490 | $5,985-91.8% | $11,611-95.8% | $4,297-88.6% |