Filed August 17, 2012 (most recent of 2 filings on file)
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 | $30,550 | $226,064-86.5% | $182,532-83.3% | $152,861-80.0% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.4%-12.4pp |
| Annual return | 13.95% | 192.51%-178.6pp | 148.54%-134.6pp | 345.32%-331.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,922 | $6,368-22.7% | $5,524-10.9% | $5,850-15.9% |
| Admin fee / account holder | $987 | $10,703-90.8% | $8,592-88.5% | $11,596-91.5% |