Filed May 6, 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 | $46,299 | $72,492-36.1% | $87,100-46.8% | $72,985-36.6% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.7pp |
| Annual return | 20.61% | 24.46%-3.8pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,140 | $1,894+13.0% | $2,521-15.1% | $2,440-12.3% |
| Participant deferral / active EE | $4,133 | $3,270+26.4% | $4,049+2.1% | $3,607+14.6% |
| Admin fee / account holder | $5,197 | $5,055+2.8% | $7,497-30.7% | $5,124+1.4% |