Filed June 17, 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 8-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 | $54,317 | $115,770-53.1% | $101,248-46.4% | $158,922-65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.20% | 56.14%-30.9pp | 46.47%-21.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $9,714 | $4,175+132.7% | $3,660+165.4% | $4,761+104.0% |
| Participant deferral / active EE | $7,359 | $4,957+48.5% | $4,370+68.4% | $5,982+23.0% |
| Admin fee / account holder | $628 | $7,245-91.3% | $5,945-89.4% | $11,246-94.4% |