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.)
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,787 | $63,355-29.3% | $91,989-51.3% | $72,985-38.6% |
| Participation rate | 75.6% | 72.5%+3.1pp | 78.6%-3.0pp | 69.5%+6.1pp |
| Annual return | 17.20% | 35.35%-18.1pp | 69.02%-51.8pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,512 | $2,116+18.8% | $3,452-27.2% | $2,440+3.0% |
| Participant deferral / active EE | $3,308 | $4,883-32.3% | $5,923-44.1% | $3,607-8.3% |
| Admin fee / account holder | $3,794 | $4,668-18.7% | $7,743-51.0% | $5,124-26.0% |