Filed November 27, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $96,656 | $72,396+33.5% | $67,511+43.2% | $145,959-33.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.76% | 7194.07%-7183.3pp | 3517.41%-3506.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $9,777 | $3,071+218.4% | $2,733+257.8% | $4,661+109.8% |
| Participant deferral / active EE | $4,303 | $4,781-10.0% | $4,000+7.6% | $6,689-35.7% |
| Admin fee / account holder | $2,173 | $5,538-60.8% | $3,999-45.6% | $13,398-83.8% |