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 | $87,821 | $91,552-4.1% | $133,956-34.4% | $79,858+10.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.57% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,037 | $2,384+27.4% | $3,919-22.5% | $2,471+22.9% |
| Participant deferral / active EE | $6,940 | $3,733+85.9% | $5,048+37.5% | $3,740+85.6% |
| Admin fee / account holder | $29,746 | $6,321+370.6% | $8,927+233.2% | $5,306+460.6% |