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 | $19,464 | $39,122-50.2% | $57,179-66.0% | $62,891-69.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.86% | 9.23%-0.4pp | 14.59%-5.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,894 | $1,874+1.1% | $2,682-29.4% | $2,281-17.0% |
| Participant deferral / active EE | $2,972 | $2,374+25.2% | $3,096-4.0% | $3,203-7.2% |
| Admin fee / account holder | $1,026 | $2,592-60.4% | $3,139-67.3% | $4,296-76.1% |