Filed May 21, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,683 | $111,535+124.8% | $105,223+138.2% | $137,256+82.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 16.83% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $13,174 | $3,939+234.4% | $3,689+257.2% | $4,156+217.0% |
| Participant deferral / active EE | $12,033 | $5,500+118.8% | $5,072+137.2% | $6,407+87.8% |
| Admin fee / account holder | $1,814 | $9,721-81.3% | $8,859-79.5% | $12,270-85.2% |