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 | $73,095 | $52,279+39.8% | $89,391-18.2% | $79,858-8.5% |
| Participation rate | 90.1% | 57.5%+32.6pp | 68.0%+22.2pp | 69.6%+20.5pp |
| Annual return | 16.03% | 22.16%-6.1pp | 245.62%-229.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,223 | $1,572+41.5% | $2,586-14.0% | $2,471-10.0% |
| Participant deferral / active EE | $3,406 | $2,740+24.3% | $3,890-12.4% | $3,740-8.9% |
| Admin fee / account holder | $4,576 | $3,356+36.4% | $4,881-6.2% | $5,306-13.8% |