Filed July 18, 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 | $189,348 | $50,958+271.6% | $74,550+154.0% | $64,186+195.0% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.1%+3.6pp | 69.6%+3.2pp |
| Annual return | -4.07% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,101 | $1,115+267.7% | $1,961+109.1% | $2,381+72.3% |
| Participant deferral / active EE | $4,777 | $2,301+107.6% | $3,108+53.7% | $3,470+37.7% |
| Admin fee / account holder | $18,180 | $4,223+330.5% | $5,060+259.3% | $4,888+271.9% |