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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,147 | $56,053+419.4% | $75,972+283.2% | $80,856+260.1% |
| Participation rate | 98.2% | 62.0%+36.1pp | 69.1%+29.1pp | 67.6%+30.5pp |
| Annual return | 14.15% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $8,978 | $1,874+379.1% | $2,685+234.4% | $2,755+225.9% |
| Participant deferral / active EE | $16,415 | $3,052+437.9% | $4,255+285.7% | $4,296+282.1% |
| Admin fee / account holder | $25,899 | $5,234+394.9% | $6,467+300.5% | $6,918+274.4% |