Filed August 20, 2012 (most recent of 2 filings on file)
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 | $188,384 | $153,772+22.5% | $133,980+40.6% | $273,961-31.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 10.13% | 36.51%-26.4pp | 29.30%-19.2pp | 41.45%-31.3pp |
| Employer contribution / active EE | $6,305 | $6,029+4.6% | $5,211+21.0% | $4,869+29.5% |
| Participant deferral / active EE | $12,803 | $6,958+84.0% | $6,282+103.8% | $5,287+142.2% |
| Admin fee / account holder | $5,004 | $11,765-57.5% | $9,324-46.3% | $10,132-50.6% |