Filed May 21, 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 | $94,555 | $49,280+91.9% | $67,313+40.5% | $64,186+47.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.84% | -1.39%-5.4pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,916 | $1,668+254.6% | $2,566+130.6% | $2,381+148.5% |
| Participant deferral / active EE | $11,206 | $2,484+351.1% | $3,568+214.1% | $3,470+223.0% |
| Admin fee / account holder | $3,708 | $3,863-4.0% | $4,507-17.7% | $4,888-24.1% |