Filed May 20, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,194 | $87,841-67.9% | $133,980-79.0% | $62,891-55.2% |
| Participation rate | 95.5% | 83.4%+12.1pp | 87.1%+8.4pp | 69.3%+26.1pp |
| Annual return | 6.13% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,867 | $3,483-46.4% | $5,211-64.2% | $2,281-18.1% |
| Participant deferral / active EE | $2,390 | $4,812-50.3% | $6,282-62.0% | $3,203-25.4% |
| Admin fee / account holder | $2,664 | $5,371-50.4% | $9,324-71.4% | $4,296-38.0% |