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 | $48,795+67.1% | $65,493+24.5% | $84,808-3.8% |
| Participation rate | 97.1% | 67.0%+30.1pp | 73.1%+24.0pp | 68.3%+28.7pp |
| Annual return | 17.17% | 20.20%-3.0pp | 982.45%-965.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,914 | $1,930+51.0% | $2,574+13.2% | $2,631+10.8% |
| Participant deferral / active EE | $5,748 | $2,928+96.3% | $3,961+45.1% | $4,212+36.5% |
| Admin fee / account holder | $4,596 | $3,877+18.5% | $5,028-8.6% | $7,344-37.4% |