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 | $77,675 | $95,803-18.9% | $113,168-31.4% | $84,808-8.4% |
| Participation rate | 83.6% | 72.9%+10.8pp | 76.6%+7.1pp | 68.3%+15.3pp |
| Annual return | 13.04% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $555 | $2,360-76.5% | $2,975-81.4% | $2,631-78.9% |
| Participant deferral / active EE | $2,205 | $4,242-48.0% | $5,107-56.8% | $4,212-47.6% |
| Admin fee / account holder | $1,074 | $8,989-88.1% | $12,068-91.1% | $7,344-85.4% |