Filed March 15, 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.
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 | $48,286 | $65,685-26.5% | $57,179-15.6% | $273,961-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,622 | $3,279+41.0% | $2,682+72.3% | $4,869-5.1% |
| Participant deferral / active EE | $3,299 | $3,782-12.8% | $3,096+6.5% | $5,287-37.6% |
| Admin fee / account holder | $723 | $4,835-85.0% | $3,139-77.0% | $10,132-92.9% |