Filed April 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,103 | $49,227-75.4% | $70,449-82.8% | $79,858-84.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.30% | 30.06%-24.8pp | 109.03%-103.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $972 | $2,099-53.7% | $2,737-64.5% | $2,471-60.6% |
| Participant deferral / active EE | $972 | $2,768-64.9% | $3,709-73.8% | $3,740-74.0% |
| Admin fee / account holder | $1,751 | $2,878-39.2% | $3,845-54.5% | $5,306-67.0% |