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 | $84,067 | $99,032-15.1% | $80,019+5.1% | $135,375-37.9% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | -6.79% | 15.39%-22.2pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $903 | $3,043-70.3% | $2,468-63.4% | $4,779-81.1% |
| Participant deferral / active EE | $4,714 | $4,282+10.1% | $3,686+27.9% | $5,609-16.0% |
| Admin fee / account holder | $3,374 | $10,436-67.7% | $6,521-48.3% | $10,827-68.8% |