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 | $66,232 | $112,096-40.9% | $95,952-31.0% | $158,922-58.3% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 36.31% | 171.09%-134.8pp | 91.61%-55.3pp | 302.83%-266.5pp |
| Employer contribution / active EE | $2,355 | $3,198-26.4% | $2,541-7.3% | $4,761-50.5% |
| Participant deferral / active EE | $4,634 | $4,784-3.1% | $4,167+11.2% | $5,982-22.5% |
| Admin fee / account holder | $630 | $10,130-93.8% | $6,795-90.7% | $11,246-94.4% |