Filed November 15, 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.)
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 | $39,575 | $53,018-25.4% | $70,014-43.5% | $62,891-37.1% |
| Participation rate | 80.0% | 67.2%+12.8pp | 71.8%+8.2pp | 69.3%+10.7pp |
| Annual return | -0.74% | 13.35%-14.1pp | 12.99%-13.7pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,262 | $1,799+25.7% | $2,338-3.3% | $2,281-0.8% |
| Participant deferral / active EE | $3,653 | $2,395+52.5% | $2,931+24.6% | $3,203+14.0% |
| Admin fee / account holder | $2,451 | $3,690-33.6% | $4,380-44.0% | $4,296-42.9% |