Filed January 27, 2012 (most recent of 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,042 | $87,841-48.7% | $133,980-66.4% | $62,891-28.4% |
| Participation rate | 92.6% | 83.4%+9.2pp | 87.1%+5.5pp | 69.3%+23.3pp |
| Annual return | 7.77% | 12.05%-4.3pp | 29.30%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $729 | $3,483-79.1% | $5,211-86.0% | $2,281-68.0% |
| Participant deferral / active EE | $3,839 | $4,812-20.2% | $6,282-38.9% | $3,203+19.9% |
| Admin fee / account holder | $1,767 | $5,371-67.1% | $9,324-81.0% | $4,296-58.9% |