Filed July 9, 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 | $81,548 | $47,479+71.8% | $62,929+29.6% | $82,448-1.1% |
| Participation rate | 97.1% | 66.9%+30.2pp | 73.1%+23.9pp | 68.1%+29.0pp |
| Annual return | 17.17% | 20.34%-3.2pp | 1063.93%-1046.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,914 | $1,885+54.6% | $2,505+16.3% | $2,551+14.2% |
| Participant deferral / active EE | $5,748 | $2,870+100.2% | $3,888+47.8% | $4,139+38.9% |
| Admin fee / account holder | $4,596 | $3,804+20.8% | $5,065-9.2% | $7,234-36.5% |