Filed September 12, 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.
See the 9-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 | $74,804 | $108,825-31.3% | $156,181-52.1% | $82,448-9.3% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 17.47% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,996 | $2,870+4.4% | $4,294-30.2% | $2,551+17.5% |
| Participant deferral / active EE | $4,340 | $4,577-5.2% | $6,132-29.2% | $4,139+4.9% |
| Admin fee / account holder | $4,662 | $9,341-50.1% | $14,586-68.0% | $7,234-35.6% |