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.
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 | $63,496 | $156,846-59.5% | $121,098-47.6% | $139,434-54.5% |
| Participation rate | 78.9% | 76.4%+2.5pp | 69.5%+9.5pp | 80.3%-1.4pp |
| Annual return | 14.96% | 1474.56%-1459.6pp | 985.75%-970.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,239 | $5,536-41.5% | $4,164-22.2% | $4,751-31.8% |
| Participant deferral / active EE | $2,189 | $4,844-54.8% | $4,080-46.3% | $6,710-67.4% |
| Admin fee / account holder | $437 | $6,946-93.7% | $5,644-92.2% | $11,403-96.2% |