Filed August 8, 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 | $31,790 | $53,127-40.2% | $86,590-63.3% | $70,131-54.7% |
| Participation rate | 95.6% | 65.3%+30.2pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 16.82% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,332 | $2,068-35.6% | $2,839-53.1% | $2,342-43.1% |
| Participant deferral / active EE | $4,406 | $2,696+63.5% | $3,609+22.1% | $3,332+32.2% |
| Admin fee / account holder | $3,690 | $3,585+2.9% | $4,906-24.8% | $4,645-20.6% |