Filed May 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 | $104,331 | $78,705+32.6% | $117,854-11.5% | $70,131+48.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.98% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,404 | $2,223+8.1% | $3,786-36.5% | $2,342+2.6% |
| Participant deferral / active EE | $7,028 | $3,297+113.1% | $4,482+56.8% | $3,332+110.9% |
| Admin fee / account holder | $7,281 | $5,065+43.7% | $8,020-9.2% | $4,645+56.7% |