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 | $65,083 | $45,863+41.9% | $77,024-15.5% | $68,494-5.0% |
| Participation rate | 90.4% | 55.9%+34.5pp | 67.9%+22.5pp | 67.9%+22.5pp |
| Annual return | -17.67% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,190 | $1,650+32.8% | $2,812-22.1% | $2,596-15.6% |
| Participant deferral / active EE | $2,953 | $2,962-0.3% | $4,426-33.3% | $4,027-26.7% |
| Admin fee / account holder | $1,085 | $3,041-64.3% | $5,425-80.0% | $5,403-79.9% |