Filed January 10, 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.)
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 | $55,834 | $84,233-33.7% | $170,442-67.2% | $70,131-20.4% |
| Participation rate | 87.0% | 70.8%+16.2pp | 83.6%+3.4pp | 69.5%+17.5pp |
| Annual return | 17.28% | 23.06%-5.8pp | 205.93%-188.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $861 | $3,387-74.6% | $5,433-84.2% | $2,342-63.2% |
| Participant deferral / active EE | $3,117 | $3,086+1.0% | $4,939-36.9% | $3,332-6.5% |
| Admin fee / account holder | $1,783 | $5,698-68.7% | $13,880-87.2% | $4,645-61.6% |