Filed August 3, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,827 | $84,233-71.7% | $170,442-86.0% | $70,131-66.0% |
| Participation rate | 98.8% | 70.8%+28.0pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 19.62% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,270 | $3,387-62.5% | $5,433-76.6% | $2,342-45.8% |
| Participant deferral / active EE | $2,373 | $3,086-23.1% | $4,939-52.0% | $3,332-28.8% |
| Admin fee / account holder | $322 | $5,698-94.4% | $13,880-97.7% | $4,645-93.1% |