Filed April 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,821 | $49,922+55.9% | $80,569-3.4% | $75,163+3.5% |
| Participation rate | 97.9% | 55.3%+42.6pp | 67.0%+30.9pp | 67.2%+30.7pp |
| Annual return | 26.92% | 34.69%-7.8pp | 935.43%-908.5pp | 160.62%-133.7pp |
| Employer contribution / active EE | $9,112 | $1,698+436.6% | $2,723+234.6% | $2,670+241.3% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,170 | $3,577-39.3% | $5,377-59.6% | $5,651-61.6% |