Filed May 20, 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 | $58,826 | $29,660+98.3% | $56,411+4.3% | $80,856-27.2% |
| Participation rate | 72.2% | 41.6%+30.6pp | 52.5%+19.8pp | 67.6%+4.6pp |
| Annual return | 16.48% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,629 | $669+143.4% | $1,039+56.9% | $2,755-40.9% |
| Participant deferral / active EE | $2,662 | $1,226+117.1% | $1,952+36.4% | $4,296-38.0% |
| Admin fee / account holder | $1,205 | $2,428-50.4% | $2,829-57.4% | $6,918-82.6% |