Filed May 16, 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.
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 | $165,882 | $114,381+45.0% | $107,525+54.3% | $142,382+16.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.13% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,055 | $4,015-23.9% | $3,754-18.6% | $4,299-28.9% |
| Participant deferral / active EE | $7,206 | $5,564+29.5% | $5,116+40.9% | $6,507+10.7% |
| Admin fee / account holder | $3,098 | $9,860-68.6% | $8,919-65.3% | $12,624-75.5% |