Filed November 28, 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 | $54,803 | $76,407-28.3% | $150,298-63.5% | $82,448-33.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.49% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,984 | $2,614+90.7% | $4,154+20.0% | $2,551+95.4% |
| Participant deferral / active EE | $6,625 | $3,214+106.1% | $5,453+21.5% | $4,139+60.0% |
| Admin fee / account holder | $3,560 | $6,352-44.0% | $14,116-74.8% | $7,234-50.8% |