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 | $66,927 | $169,032-60.4% | $129,207-48.2% | $145,922-54.1% |
| Participation rate | 81.0% | 76.4%+4.5pp | 69.6%+11.3pp | 80.3%+0.7pp |
| Annual return | 15.59% | 14330.11%-14314.5pp | 9417.33%-9401.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,006 | $5,537-45.7% | $4,153-27.6% | $4,660-35.5% |
| Participant deferral / active EE | $2,093 | $4,987-58.0% | $4,168-49.8% | $6,688-68.7% |
| Admin fee / account holder | $11,674 | $9,954+17.3% | $7,715+51.3% | $13,397-12.9% |