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 | $62,129 | $49,922+24.5% | $80,569-22.9% | $75,163-17.3% |
| Participation rate | 96.3% | 55.3%+40.9pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 15.82% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,219 | $1,698+30.6% | $2,723-18.5% | $2,670-16.9% |
| Participant deferral / active EE | $3,149 | $2,990+5.3% | $4,447-29.2% | $4,125-23.7% |
| Admin fee / account holder | $11,473 | $3,577+220.7% | $5,377+113.4% | $5,651+103.0% |