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 | $78,689 | $72,404+8.7% | $110,238-28.6% | $64,186+22.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.31% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,321 | $2,282+89.4% | $3,826+12.9% | $2,381+81.5% |
| Participant deferral / active EE | $7,035 | $3,469+102.8% | $4,672+50.6% | $3,470+102.8% |
| Admin fee / account holder | $1,190 | $5,664-79.0% | $8,547-86.1% | $4,888-75.6% |