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.
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 | $234,619 | $73,515+219.1% | $62,995+272.4% | $147,584+59.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.94% | 175.43%-163.5pp | 87.57%-75.6pp | 578.55%-566.6pp |
| Employer contribution / active EE | $8,465 | $3,320+154.9% | $2,759+206.8% | $4,876+73.6% |
| Participant deferral / active EE | $9,195 | $4,185+119.7% | $3,329+176.2% | $5,439+69.1% |
| Admin fee / account holder | $21,532 | $5,953+261.7% | $3,600+498.1% | $10,885+97.8% |