Filed January 1, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $68,215 | $117,859-42.1% | $102,438-33.4% | $145,959-53.3% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 11.29% | 31.72%-20.4pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,982 | $3,615-45.2% | $3,024-34.5% | $4,661-57.5% |
| Participant deferral / active EE | $3,619 | $5,732-36.9% | $5,054-28.4% | $6,689-45.9% |
| Admin fee / account holder | $919 | $13,318-93.1% | $9,448-90.3% | $13,398-93.1% |