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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $35,146 | $54,762-35.8% | $90,281-61.1% | $72,985-51.8% |
| Participation rate | 90.5% | 65.1%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 25.88% | 30.63%-4.7pp | 78.10%-52.2pp | 81.00%-55.1pp |
| Employer contribution / active EE | -$17 | $2,092-100.8% | $2,854-100.6% | $2,440-100.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,982 | $3,972+50.6% | $5,351+11.8% | $5,124+16.7% |