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 | $69,485 | $86,929-20.1% | $102,423-32.2% | $80,856-14.1% |
| Participation rate | 78.0% | 72.4%+5.6pp | 76.5%+1.5pp | 67.6%+10.4pp |
| Annual return | 15.54% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $753 | $2,369-68.2% | $3,023-75.1% | $2,755-72.7% |
| Participant deferral / active EE | $2,166 | $4,118-47.4% | $5,053-57.1% | $4,296-49.6% |
| Admin fee / account holder | $935 | $8,049-88.4% | $9,451-90.1% | $6,918-86.5% |