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 | $64,139 | $94,529-32.1% | $140,016-54.2% | $64,186-0.1% |
| Participation rate | 87.9% | 84.1%+3.8pp | 87.5%+0.4pp | 69.6%+18.3pp |
| Annual return | -6.57% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,227 | $3,812-41.6% | $5,606-60.3% | $2,381-6.5% |
| Participant deferral / active EE | $4,876 | $5,250-7.1% | $6,927-29.6% | $3,470+40.5% |
| Admin fee / account holder | $2,428 | $6,741-64.0% | $10,705-77.3% | $4,888-50.3% |