Filed December 4, 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 | $37,092 | $135,952-72.7% | $123,892-70.1% | $273,961-86.5% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.57% | 56.63%-49.1pp | 47.52%-39.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,358 | $5,170-54.4% | $4,617-48.9% | $4,869-51.6% |
| Participant deferral / active EE | $4,845 | $6,343-23.6% | $5,984-19.0% | $5,287-8.4% |
| Admin fee / account holder | $2,899 | $9,817-70.5% | $8,357-65.3% | $10,132-71.4% |