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 | $197,628 | $60,124+228.7% | $90,404+118.6% | $79,858+147.5% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+27.0pp |
| Annual return | 19.38% | 71.94%-52.6pp | 1293.02%-1273.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $20,111 | $2,068+872.6% | $3,262+516.5% | $2,471+714.0% |
| Participant deferral / active EE | $8,270 | $2,938+181.5% | $3,963+108.7% | $3,740+121.1% |
| Admin fee / account holder | $20,144 | $3,976+406.6% | $5,611+259.0% | $5,306+279.6% |