Filed July 22, 2013
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 | $32,706 | $45,073-27.4% | $69,455-52.9% | $72,985-55.2% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 18.62% | 22.65%-4.0pp | 28.97%-10.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,179 | $2,054+6.1% | $2,779-21.6% | $2,440-10.7% |
| Participant deferral / active EE | $4,453 | $2,602+71.2% | $3,535+26.0% | $3,607+23.4% |
| Admin fee / account holder | $8,033 | $3,056+162.9% | $3,839+109.2% | $5,124+56.8% |