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 | $56,579 | $70,475-19.7% | $100,516-43.7% | $79,858-29.2% |
| Participation rate | 79.1% | 73.7%+5.4pp | 79.4%-0.3pp | 69.6%+9.4pp |
| Annual return | 40.05% | 21.90%+18.2pp | 30.89%+9.2pp | 31.71%+8.3pp |
| Employer contribution / active EE | $2,519 | $2,165+16.4% | $3,418-26.3% | $2,471+1.9% |
| Participant deferral / active EE | $3,331 | $5,181-35.7% | $6,270-46.9% | $3,740-10.9% |
| Admin fee / account holder | $2,517 | $4,478-43.8% | $8,081-68.9% | $5,306-52.6% |