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 | $82,321 | $87,013-5.4% | $106,213-22.5% | $80,856+1.8% |
| Participation rate | 81.0% | 70.4%+10.5pp | 75.3%+5.7pp | 67.6%+13.3pp |
| Annual return | 11.47% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,966 | $2,395+23.8% | $3,171-6.5% | $2,755+7.7% |
| Participant deferral / active EE | $4,112 | $3,986+3.2% | $5,016-18.0% | $4,296-4.3% |
| Admin fee / account holder | $839 | $8,431-90.1% | $11,033-92.4% | $6,918-87.9% |