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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,662 | $58,208+64.3% | $81,812+16.9% | $80,856+18.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 26.72% | 41.66%-14.9pp | 773.79%-747.1pp | 35.59%-8.9pp |
| Employer contribution / active EE | $8,283 | $2,340+254.0% | $2,912+184.4% | $2,755+200.7% |
| Participant deferral / active EE | $5,951 | $3,281+81.4% | $4,319+37.8% | $4,296+38.5% |
| Admin fee / account holder | $16,444 | $4,981+230.1% | $7,386+122.6% | $6,918+137.7% |