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 | $88,672-67.5% | $105,223-72.6% | $82,448-65.1% |
| Participation rate | 91.5% | 67.9%+23.6pp | 75.0%+16.5pp | 68.1%+23.5pp |
| Annual return | 11.93% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,641 | $3,048-13.4% | $3,689-28.4% | $2,551+3.5% |
| Participant deferral / active EE | $6,065 | $4,036+50.3% | $5,072+19.6% | $4,139+46.5% |
| Admin fee / account holder | $578 | $7,146-91.9% | $8,859-93.5% | $7,234-92.0% |