Filed September 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.
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 | $234,506 | $132,239+77.3% | $105,722+121.8% | $273,961-14.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.91% | 10.07%-0.2pp | 12.25%-2.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $6,343 | $4,867+30.3% | $4,079+55.5% | $4,869+30.3% |
| Participant deferral / active EE | $14,296 | $6,233+129.4% | $5,326+168.4% | $5,287+170.4% |
| Admin fee / account holder | $2,222 | $12,032-81.5% | $8,308-73.3% | $10,132-78.1% |