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 | $190,840 | $185,822+2.7% | $169,993+12.3% | $139,434+36.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.16% | 60.50%-40.3pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $15,637 | $7,590+106.0% | $6,785+130.5% | $4,751+229.1% |
| Participant deferral / active EE | $9,427 | $11,622-18.9% | $10,408-9.4% | $6,710+40.5% |
| Admin fee / account holder | $6,623 | $15,381-56.9% | $12,815-48.3% | $11,403-41.9% |