Filed May 6, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,385 | $76,407-22.3% | $150,298-60.5% | $82,448-28.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 11.74% | 39.99%-28.3pp | 62.79%-51.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,949 | $2,614-25.4% | $4,154-53.1% | $2,551-23.6% |
| Participant deferral / active EE | $3,287 | $3,214+2.3% | $5,453-39.7% | $4,139-20.6% |
| Admin fee / account holder | $3,554 | $6,352-44.1% | $14,116-74.8% | $7,234-50.9% |