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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,778 | $78,422-32.7% | $95,952-45.0% | $79,858-33.9% |
| Participation rate | 73.8% | 73.5%+0.3pp | 77.1%-3.3pp | 69.6%+4.2pp |
| Annual return | 7.83% | 19.37%-11.5pp | 91.61%-83.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $308 | $1,945-84.2% | $2,541-87.9% | $2,471-87.5% |
| Participant deferral / active EE | $1,618 | $3,440-53.0% | $4,167-61.2% | $3,740-56.7% |
| Admin fee / account holder | $1,125 | $5,622-80.0% | $6,795-83.4% | $5,306-78.8% |