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 | $62,473 | $72,400-13.7% | $67,502-7.5% | $145,922-57.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.01% | 7182.46%-7171.5pp | 3512.12%-3501.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,184 | $3,069+101.5% | $2,731+126.5% | $4,660+32.7% |
| Participant deferral / active EE | $441 | $4,783-90.8% | $4,000-89.0% | $6,688-93.4% |
| Admin fee / account holder | $8,580 | $5,539+54.9% | $3,998+114.6% | $13,397-36.0% |