Filed December 23, 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 | $277,162 | $103,376+168.1% | $87,100+218.2% | $152,861+81.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.22% | 28.10%-4.9pp | 28.19%-5.0pp | 345.32%-322.1pp |
| Employer contribution / active EE | $11,472 | $3,220+256.2% | $2,521+355.0% | $4,762+140.9% |
| Participant deferral / active EE | $8,852 | $4,778+85.3% | $4,049+118.6% | $5,850+51.3% |
| Admin fee / account holder | $11,259 | $12,205-7.8% | $7,497+50.2% | $11,596-2.9% |