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.)
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 | $157,765 | $56,110+181.2% | $94,993+66.1% | $70,131+125.0% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.9%+24.7pp | 69.5%+29.0pp |
| Annual return | 104.68% | 51.02%+53.7pp | 27.12%+77.6pp | 73.14%+31.5pp |
| Employer contribution / active EE | $14,372 | $1,442+896.6% | $2,603+452.0% | $2,342+513.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,800 | $3,456+9.9% | $4,960-23.4% | $4,645-18.2% |