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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,904 | $45,035-44.7% | $62,995-60.5% | $70,131-64.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.11% | 18.76%+2.4pp | 87.57%-66.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,835 | $2,051-10.5% | $2,759-33.5% | $2,342-21.6% |
| Participant deferral / active EE | $3,543 | $2,465+43.7% | $3,329+6.4% | $3,332+6.3% |
| Admin fee / account holder | $454 | $2,834-84.0% | $3,600-87.4% | $4,645-90.2% |