Filed January 1, 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.)
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 | $40,880 | $81,632-49.9% | $70,449-42.0% | $158,922-74.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.78% | 208.40%-206.6pp | 109.03%-107.3pp | 302.83%-301.0pp |
| Employer contribution / active EE | $4,925 | $3,217+53.1% | $2,737+80.0% | $4,761+3.4% |
| Participant deferral / active EE | $463 | $4,554-89.8% | $3,709-87.5% | $5,982-92.3% |
| Admin fee / account holder | $568 | $6,193-90.8% | $3,845-85.2% | $11,246-94.9% |