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 | $69,846 | $67,606+3.3% | $82,313-15.1% | $70,131-0.4% |
| Participation rate | 89.0% | 72.8%+16.3pp | 76.9%+12.1pp | 69.5%+19.5pp |
| Annual return | 20.44% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,587 | $1,755+161.4% | $2,428+88.9% | $2,342+95.8% |
| Participant deferral / active EE | $7,110 | $2,987+138.1% | $3,706+91.9% | $3,332+113.4% |
| Admin fee / account holder | $1,049 | $4,512-76.8% | $5,608-81.3% | $4,645-77.4% |