Filed December 1, 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.
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 | $119,715 | $84,695+41.3% | $73,843+62.1% | $125,391-4.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.93% | 3123.53%-3124.5pp | 2267.84%-2268.8pp | 282.22%-283.2pp |
| Employer contribution / active EE | $8,591 | $3,123+175.1% | $2,787+208.2% | $4,866+76.6% |
| Participant deferral / active EE | $13,009 | $3,992+225.8% | $3,583+263.1% | $5,352+143.1% |
| Admin fee / account holder | $2,489 | $5,691-56.3% | $4,880-49.0% | $9,540-73.9% |