Filed August 20, 2012 (most recent of 2 filings on file)
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 | $133,386 | $160,055-16.7% | $140,016-4.7% | $135,375-1.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.85% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $11,302 | $6,420+76.0% | $5,606+101.6% | $4,779+136.5% |
| Participant deferral / active EE | $9,190 | $7,642+20.3% | $6,927+32.7% | $5,609+63.9% |
| Admin fee / account holder | $3,293 | $13,328-75.3% | $10,705-69.2% | $10,827-69.6% |