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 | $158,440 | $59,839+164.8% | $81,983+93.3% | $79,858+98.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 16.84% | 17.56%-0.7pp | 41.31%-24.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $6,635 | $1,713+287.2% | $2,498+165.6% | $2,471+168.5% |
| Participant deferral / active EE | $12,465 | $2,695+362.5% | $3,722+234.9% | $3,740+233.3% |
| Admin fee / account holder | $6,161 | $4,287+43.7% | $5,664+8.8% | $5,306+16.1% |