Filed December 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,241 | $72,492-32.1% | $87,100-43.5% | $72,985-32.5% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 23.50% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $372 | $1,894-80.3% | $2,521-85.2% | $2,440-84.7% |
| Participant deferral / active EE | $1,768 | $3,270-45.9% | $4,049-56.3% | $3,607-51.0% |
| Admin fee / account holder | $4,362 | $5,055-13.7% | $7,497-41.8% | $5,124-14.9% |