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.
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 | $49,854 | $56,897-12.4% | $84,750-41.2% | $62,891-20.7% |
| Participation rate | 93.5% | 68.5%+25.0pp | 76.6%+17.0pp | 69.3%+24.2pp |
| Annual return | 8.87% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $781 | $2,400-67.5% | $3,574-78.2% | $2,281-65.8% |
| Participant deferral / active EE | $3,318 | $2,709+22.5% | $3,712-10.6% | $3,203+3.6% |
| Admin fee / account holder | $577 | $3,581-83.9% | $5,332-89.2% | $4,296-86.6% |