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 | $51,266 | $76,000-32.5% | $154,107-66.7% | $64,186-20.1% |
| Participation rate | 87.3% | 70.4%+16.9pp | 83.0%+4.3pp | 69.6%+17.8pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $891 | $3,351-73.4% | $5,298-83.2% | $2,381-62.6% |
| Participant deferral / active EE | $2,883 | $3,175-9.2% | $5,081-43.2% | $3,470-16.9% |
| Admin fee / account holder | $402 | $5,596-92.8% | $13,411-97.0% | $4,888-91.8% |