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 | $71,057-23.0% | $93,654-41.6% | $80,874-32.4% |
| Participation rate | 85.9% | 60.4%+25.5pp | 68.7%+17.2pp | 67.6%+18.3pp |
| Annual return | 20.47% | 11.26%+9.2pp | 133.34%-112.9pp | 35.62%-15.1pp |
| Employer contribution / active EE | $1,957 | $1,564+25.2% | $2,421-19.2% | $2,756-29.0% |
| Participant deferral / active EE | $3,739 | $4,034-7.3% | $4,413-15.3% | $4,297-13.0% |
| Admin fee / account holder | $8,330 | $6,944+20.0% | $8,282+0.6% | $6,935+20.1% |