Filed April 4, 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.)
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 | $33,237 | $91,538-63.7% | $129,995-74.4% | $75,163-55.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.57% | -631.11%+644.7pp | -137.18%+150.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,792 | $2,845-37.0% | $4,320-58.5% | $2,670-32.9% |
| Participant deferral / active EE | $420 | $4,341-90.3% | $5,820-92.8% | $4,125-89.8% |
| Admin fee / account holder | $4,896 | $6,790-27.9% | $10,614-53.9% | $5,651-13.4% |