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 | $190,997 | $62,573+205.2% | $85,682+122.9% | $85,850+122.5% |
| Participation rate | 97.6% | 61.1%+36.4pp | 69.9%+27.7pp | 69.3%+28.2pp |
| Annual return | 15.97% | 23.77%-7.8pp | 21.49%-5.5pp | 318.53%-302.6pp |
| Employer contribution / active EE | $7,180 | $1,757+308.7% | $2,618+174.2% | $2,565+179.9% |
| Participant deferral / active EE | $13,183 | $2,802+370.4% | $3,923+236.1% | $3,952+233.6% |
| Admin fee / account holder | $3,135 | $4,640-32.4% | $6,873-54.4% | $6,260-49.9% |