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.)
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 | $54,887 | $67,331-18.5% | $60,874-9.8% | $134,475-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.22% | 49.93%-63.2pp | 16.90%-30.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $5,282 | $3,096+70.6% | $2,701+95.5% | $4,740+11.4% |
| Participant deferral / active EE | $82 | $4,538-98.2% | $3,817-97.8% | $6,400-98.7% |
| Admin fee / account holder | $2,031 | $4,582-55.7% | $3,224-37.0% | $11,426-82.2% |