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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,533 | $73,933-70.9% | $96,683-77.7% | $75,163-71.4% |
| Participation rate | 80.5% | 66.4%+14.1pp | 74.3%+6.1pp | 67.2%+13.3pp |
| Annual return | 11.34% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,374 | $2,928-18.9% | $3,737-36.5% | $2,670-11.1% |
| Participant deferral / active EE | $1,290 | $3,659-64.7% | $4,878-73.6% | $4,125-68.7% |
| Admin fee / account holder | $2,545 | $5,216-51.2% | $6,730-62.2% | $5,651-55.0% |