Filed April 24, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,262 | $89,355-48.2% | $141,162-67.2% | $72,985-36.6% |
| Participation rate | 87.8% | 75.1%+12.6pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 24.87% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,427 | $3,114-54.2% | $4,735-69.9% | $2,440-41.5% |
| Participant deferral / active EE | $6,428 | $5,418+18.6% | $6,709-4.2% | $3,607+78.2% |
| Admin fee / account holder | $1,419 | $5,958-76.2% | $10,261-86.2% | $5,124-72.3% |