Filed November 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,794 | $72,492+84.6% | $87,100+53.6% | $72,985+83.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 5.65% | 24.46%-18.8pp | 28.19%-22.5pp | 81.00%-75.4pp |
| Employer contribution / active EE | $4,017 | $1,894+112.1% | $2,521+59.3% | $2,440+64.7% |
| Participant deferral / active EE | $3,762 | $3,270+15.1% | $4,049-7.1% | $3,607+4.3% |
| Admin fee / account holder | $2,558 | $5,055-49.4% | $7,497-65.9% | $5,124-50.1% |