Filed January 20, 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.
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.
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 | $85,392 | $177,572-51.9% | $154,803-44.8% | $142,382-40.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,444 | $4,810-7.6% | $4,305+3.2% | $4,299+3.4% |
| Participant deferral / active EE | $10,598 | $6,272+69.0% | $5,540+91.3% | $6,507+62.9% |
| Admin fee / account holder | $11,898 | $16,786-29.1% | $14,329-17.0% | $12,624-5.7% |