Filed January 1, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,699 | $71,050-23.0% | $93,606-41.6% | $80,856-32.4% |
| Participation rate | 85.9% | 60.4%+25.5pp | 68.7%+17.2pp | 67.6%+18.3pp |
| Annual return | 20.47% | 11.26%+9.2pp | 133.20%-112.7pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,957 | $1,564+25.2% | $2,420-19.1% | $2,755-29.0% |
| Participant deferral / active EE | $3,739 | $4,034-7.3% | $4,411-15.2% | $4,296-13.0% |
| Admin fee / account holder | $8,330 | $6,945+20.0% | $8,285+0.5% | $6,918+20.4% |