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 | $78,621 | $81,632-3.7% | $70,449+11.6% | $158,922-50.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 16.32% | 208.40%-192.1pp | 109.03%-92.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $7,518 | $3,217+133.7% | $2,737+174.7% | $4,761+57.9% |
| Participant deferral / active EE | $8,246 | $4,554+81.1% | $3,709+122.4% | $5,982+37.8% |
| Admin fee / account holder | $430 | $6,193-93.1% | $3,845-88.8% | $11,246-96.2% |