Filed January 26, 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 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 | $77,715 | $72,388+7.4% | $111,392-30.2% | $64,186+21.1% |
| Participation rate | 85.3% | 70.5%+14.8pp | 78.9%+6.4pp | 69.6%+15.7pp |
| Annual return | -4.83% | -1.50%-3.3pp | -2.06%-2.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,071 | $3,000+35.7% | $4,328-5.9% | $2,381+71.0% |
| Participant deferral / active EE | $8,043 | $4,241+89.6% | $5,567+44.5% | $3,470+131.8% |
| Admin fee / account holder | $5,191 | $5,719-9.2% | $12,266-57.7% | $4,888+6.2% |