Filed August 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,080 | $78,705-73.2% | $117,854-82.1% | $70,131-69.9% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 16.73% | 23.30%-6.6pp | 335.08%-318.3pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,106 | $3,297-36.1% | $4,482-53.0% | $3,332-36.8% |
| Admin fee / account holder | $1,557 | $5,065-69.3% | $8,020-80.6% | $4,645-66.5% |