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.
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 | $61,428 | $86,286-28.8% | $111,297-44.8% | $85,850-28.4% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 19.69% | 19.99%-0.3pp | 54.65%-35.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $689 | $2,043-66.3% | $2,731-74.8% | $2,565-73.1% |
| Participant deferral / active EE | $1,867 | $3,641-48.7% | $4,487-58.4% | $3,952-52.7% |
| Admin fee / account holder | $758 | $8,188-90.7% | $7,964-90.5% | $6,260-87.9% |