Filed October 27, 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 | $77,125 | $104,251-26.0% | $91,001-15.2% | $147,584-47.7% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.6%+18.1pp | 82.8%+10.9pp |
| Annual return | 16.94% | 27.06%-10.1pp | 4.60%+12.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $821 | $3,116-73.6% | $2,456-66.6% | $4,876-83.2% |
| Participant deferral / active EE | $3,983 | $4,195-5.0% | $3,547+12.3% | $5,439-26.8% |
| Admin fee / account holder | $3,810 | $8,948-57.4% | $5,417-29.7% | $10,885-65.0% |