Filed December 14, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,107 | $72,277-77.7% | $101,248-84.1% | $79,858-79.8% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 14.85% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,170 | $2,692+17.8% | $3,660-13.4% | $2,471+28.3% |
| Participant deferral / active EE | $911 | $3,282-72.2% | $4,370-79.1% | $3,740-75.6% |
| Admin fee / account holder | $1,702 | $4,400-61.3% | $5,945-71.4% | $5,306-67.9% |