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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,098 | $62,586+10.4% | $76,768-10.0% | $64,186+7.7% |
| Participation rate | 86.4% | 72.8%+13.6pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -7.62% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,198 | $1,832+129.2% | $2,485+68.9% | $2,381+76.3% |
| Participant deferral / active EE | $6,844 | $3,145+117.6% | $3,852+77.7% | $3,470+97.3% |
| Admin fee / account holder | $1,123 | $4,667-75.9% | $6,675-83.2% | $4,888-77.0% |