Filed December 2, 2012 (most recent of 3 filings on file)
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 | $106,704 | $77,634+37.4% | $156,549-31.8% | $62,891+69.7% |
| Participation rate | 88.2% | 71.2%+17.0pp | 84.0%+4.2pp | 69.3%+18.9pp |
| Annual return | 6.23% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,813 | $3,444+97.8% | $5,501+23.8% | $2,281+198.7% |
| Participant deferral / active EE | $4,307 | $3,045+41.4% | $4,871-11.6% | $3,203+34.5% |
| Admin fee / account holder | $3,099 | $5,561-44.3% | $13,027-76.2% | $4,296-27.9% |