Filed April 2, 2012 (most recent of 3 filings on file)
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 | $73,938 | $54,350+36.0% | $82,719-10.6% | $68,494+7.9% |
| Participation rate | 84.1% | 63.9%+20.2pp | 72.6%+11.5pp | 67.9%+16.2pp |
| Annual return | -17.59% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,560 | $2,218+150.7% | $3,009+84.8% | $2,596+114.1% |
| Participant deferral / active EE | $7,688 | $3,246+136.8% | $4,395+74.9% | $4,027+90.9% |
| Admin fee / account holder | $8,264 | $4,395+88.0% | $5,329+55.1% | $5,403+53.0% |