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 | $83,583 | $57,281+45.9% | $86,612-3.5% | $75,163+11.2% |
| Participation rate | 86.4% | 63.2%+23.2pp | 71.7%+14.7pp | 67.2%+19.2pp |
| Annual return | 20.86% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,394 | $2,314+133.1% | $3,022+78.5% | $2,670+102.0% |
| Participant deferral / active EE | $7,396 | $3,318+122.9% | $4,438+66.7% | $4,125+79.3% |
| Admin fee / account holder | $9,134 | $4,112+122.1% | $5,614+62.7% | $5,651+61.6% |