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 | $214,173 | $171,865+24.6% | $149,718+43.1% | $147,584+45.1% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 15.33% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,556 | $6,275-11.5% | $5,445+2.0% | $4,876+13.9% |
| Participant deferral / active EE | $11,376 | $7,271+56.5% | $6,569+73.2% | $5,439+109.2% |
| Admin fee / account holder | $39,356 | $13,799+185.2% | $11,283+248.8% | $10,885+261.6% |