Filed February 11, 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.
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 | $51,130 | $87,841-41.8% | $133,980-61.8% | $62,891-18.7% |
| Participation rate | 85.9% | 83.4%+2.6pp | 87.1%-1.1pp | 69.3%+16.6pp |
| Annual return | 8.29% | 12.05%-3.8pp | 29.30%-21.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,173 | $3,483-37.6% | $5,211-58.3% | $2,281-4.7% |
| Participant deferral / active EE | $4,337 | $4,812-9.9% | $6,282-31.0% | $3,203+35.4% |
| Admin fee / account holder | $7,240 | $5,371+34.8% | $9,324-22.3% | $4,296+68.6% |