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 | $126,034 | $86,929+45.0% | $102,423+23.1% | $80,856+55.9% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.6pp |
| Annual return | 7.78% | 18.88%-11.1pp | 29.32%-21.5pp | 35.59%-27.8pp |
| Employer contribution / active EE | $4,759 | $2,369+100.9% | $3,023+57.4% | $2,755+72.8% |
| Participant deferral / active EE | $4,963 | $4,118+20.5% | $5,053-1.8% | $4,296+15.5% |
| Admin fee / account holder | $10,845 | $8,049+34.7% | $9,451+14.8% | $6,918+56.8% |