Filed December 23, 2012
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 | $38,229 | $58,577-34.7% | $83,333-54.1% | $64,186-40.4% |
| Participation rate | 81.4% | 72.0%+9.4pp | 77.8%+3.6pp | 69.6%+11.8pp |
| Annual return | -3.49% | 9.65%-13.1pp | 10.63%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,255 | $2,098+7.5% | $3,379-33.3% | $2,381-5.3% |
| Participant deferral / active EE | $2,941 | $4,654-36.8% | $5,565-47.2% | $3,470-15.2% |
| Admin fee / account holder | $520 | $9,275-94.4% | $7,510-93.1% | $4,888-89.4% |