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 | $133,673 | $95,803+39.5% | $113,168+18.1% | $84,808+57.6% |
| Participation rate | 96.2% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 6.53% | 25.00%-18.5pp | 24.27%-17.7pp | 40.90%-34.4pp |
| Employer contribution / active EE | $5,494 | $2,360+132.8% | $2,975+84.6% | $2,631+108.8% |
| Participant deferral / active EE | $5,962 | $4,242+40.6% | $5,107+16.8% | $4,212+41.6% |
| Admin fee / account holder | $4,841 | $8,989-46.1% | $12,068-59.9% | $7,344-34.1% |