Filed December 1, 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 | $137,125 | $154,117-11.0% | $129,995+5.5% | $139,434-1.7% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 11.83% | 32.48%-20.6pp | -137.18%+149.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,471 | $5,289-53.3% | $4,320-42.8% | $4,751-48.0% |
| Participant deferral / active EE | $4,105 | $6,710-38.8% | $5,820-29.5% | $6,710-38.8% |
| Admin fee / account holder | $1,092 | $14,007-92.2% | $10,614-89.7% | $11,403-90.4% |