Filed November 7, 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 | $38,819 | $44,221-12.2% | $121,196-68.0% | $56,287-31.0% |
| Participation rate | 78.1% | 61.1%+17.0pp | 71.7%+6.3pp | 69.9%+8.2pp |
| Annual return | -5.64% | -3.58%-2.1pp | 16.93%-22.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $859 | $1,480-41.9% | $4,022-78.6% | $2,111-59.3% |
| Participant deferral / active EE | $3,030 | $2,521+20.2% | $3,344-9.4% | $3,350-9.5% |
| Admin fee / account holder | $5,666 | $480+1079.5% | $5,019+12.9% | $521+987.7% |