Filed November 27, 2012 (most recent of 2 filings on file)
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 4-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 | $28,799 | $89,753-67.9% | $107,525-73.2% | $84,808-66.0% |
| Participation rate | 91.5% | 68.1%+23.5pp | 75.1%+16.5pp | 68.3%+23.2pp |
| Annual return | 11.93% | 29.48%-17.5pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,641 | $3,113-15.2% | $3,754-29.6% | $2,631+0.4% |
| Participant deferral / active EE | $6,065 | $4,056+49.5% | $5,116+18.6% | $4,212+44.0% |
| Admin fee / account holder | $578 | $7,222-92.0% | $8,919-93.5% | $7,344-92.1% |