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 | $119,449 | $180,028-33.7% | $138,135-13.5% | $158,922-24.8% |
| Participation rate | 78.9% | 82.2%-3.3pp | 78.7%+0.2pp | 82.0%-3.0pp |
| Annual return | 10.45% | 21.68%-11.2pp | 20.51%-10.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $5,734 | $7,470-23.2% | $5,587+2.6% | $4,761+20.4% |
| Participant deferral / active EE | $11,629 | $7,717+50.7% | $6,431+80.8% | $5,982+94.4% |
| Admin fee / account holder | $24,462 | $17,912+36.6% | $11,856+106.3% | $11,246+117.5% |