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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,015 | $84,233-67.9% | $170,442-84.1% | $70,131-61.5% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 6.03% | 23.06%-17.0pp | 205.93%-199.9pp | 73.14%-67.1pp |
| Employer contribution / active EE | $3,030 | $3,387-10.5% | $5,433-44.2% | $2,342+29.4% |
| Participant deferral / active EE | $1,235 | $3,086-60.0% | $4,939-75.0% | $3,332-62.9% |
| Admin fee / account holder | $582 | $5,698-89.8% | $13,880-95.8% | $4,645-87.5% |