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 | $234,112 | $51,175+357.5% | $70,515+232.0% | $75,163+211.5% |
| Participation rate | 96.9% | 60.9%+35.9pp | 68.3%+28.5pp | 67.2%+29.7pp |
| Annual return | 19.42% | 30.02%-10.6pp | 32.77%-13.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $8,389 | $1,826+359.4% | $2,973+182.1% | $2,670+214.2% |
| Participant deferral / active EE | $16,316 | $2,849+472.6% | $4,567+257.3% | $4,125+295.5% |
| Admin fee / account holder | $12,194 | $4,091+198.1% | $6,412+90.2% | $5,651+115.8% |