Filed January 1, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $158,985 | $88,672+79.3% | $105,223+51.1% | $82,448+92.8% |
| Participation rate | 75.9% | 67.9%+7.9pp | 75.0%+0.8pp | 68.1%+7.8pp |
| Annual return | 15.07% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $683 | $3,048-77.6% | $3,689-81.5% | $2,551-73.2% |
| Participant deferral / active EE | $3,494 | $4,036-13.4% | $5,072-31.1% | $4,139-15.6% |
| Admin fee / account holder | $2,375 | $7,146-66.8% | $8,859-73.2% | $7,234-67.2% |