Filed August 20, 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 | $40,977 | $56,199-27.1% | $67,652-39.4% | $59,632-31.3% |
| Participation rate | 88.2% | 71.5%+16.8pp | 75.7%+12.6pp | 68.7%+19.6pp |
| Annual return | 3.89% | 18505.31%-18501.4pp | 6625.04%-6621.1pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $3,769 | $1,614+133.5% | $2,266+66.4% | $2,203+71.1% |
| Participant deferral / active EE | $5,486 | $2,844+92.9% | $3,560+54.1% | $3,192+71.9% |
| Admin fee / account holder | $3,600 | $3,958-9.1% | $4,821-25.3% | $4,297-16.2% |