Filed February 12, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,459 | $65,409+47.5% | $98,442-2.0% | $85,850+12.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.30% | 21.76%-6.5pp | 1492.73%-1477.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $7,102 | $2,168+227.6% | $2,960+139.9% | $2,565+176.9% |
| Participant deferral / active EE | $5,067 | $3,166+60.0% | $4,276+18.5% | $3,952+28.2% |
| Admin fee / account holder | $12,214 | $4,593+165.9% | $5,949+105.3% | $6,260+95.1% |