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 | $82,634 | $56,114+47.3% | $96,139-14.0% | $85,850-3.7% |
| Participation rate | 87.7% | 56.7%+31.0pp | 68.4%+19.2pp | 69.3%+18.4pp |
| Annual return | 14.91% | 42.30%-27.4pp | 191.94%-177.0pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,248 | $1,620+38.8% | $2,797-19.6% | $2,565-12.4% |
| Participant deferral / active EE | $3,520 | $2,859+23.1% | $4,349-19.1% | $3,952-10.9% |
| Admin fee / account holder | $4,856 | $3,768+28.9% | $5,537-12.3% | $6,260-22.4% |