Filed May 20, 2012 (most recent of 2 filings on file)
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 4-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 | $158,882 | $180,749-12.1% | $160,784-1.2% | $137,256+15.8% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 14.61% | 2234.46%-2219.9pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $9,656 | $4,155+132.4% | $3,733+158.7% | $4,156+132.3% |
| Participant deferral / active EE | $11,788 | $6,844+72.2% | $6,293+87.3% | $6,407+84.0% |
| Admin fee / account holder | $716 | $10,397-93.1% | $9,717-92.6% | $12,270-94.2% |