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 | $127,332 | $55,706+128.6% | $75,886+67.8% | $72,985+74.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 28.32% | 27.59%+0.7pp | 30.76%-2.4pp | 81.00%-52.7pp |
| Employer contribution / active EE | $6,259 | $1,687+271.1% | $2,500+150.3% | $2,440+156.5% |
| Participant deferral / active EE | $12,406 | $2,634+371.0% | $3,603+244.3% | $3,607+243.9% |
| Admin fee / account holder | $8,504 | $3,978+113.8% | $5,418+57.0% | $5,124+66.0% |