Filed September 11, 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 | $62,188 | $48,046+29.4% | $84,611-26.5% | $72,985-14.8% |
| Participation rate | 90.0% | 57.6%+32.4pp | 68.2%+21.8pp | 69.5%+20.5pp |
| Annual return | 22.18% | 37.38%-15.2pp | 258.74%-236.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,105 | $1,602+31.4% | $2,652-20.6% | $2,440-13.7% |
| Participant deferral / active EE | $3,270 | $2,680+22.0% | $3,899-16.1% | $3,607-9.3% |
| Admin fee / account holder | $693 | $3,395-79.6% | $4,912-85.9% | $5,124-86.5% |