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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $225,890 | $70,428+220.7% | $96,562+133.9% | $85,850+163.1% |
| Participation rate | 74.5% | 61.8%+12.7pp | 69.8%+4.7pp | 69.3%+5.2pp |
| Annual return | 9.40% | 18.59%-9.2pp | 37.78%-28.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $4,517 | $1,413+219.7% | $2,356+91.7% | $2,565+76.1% |
| Participant deferral / active EE | $5,537 | $2,894+91.3% | $3,849+43.9% | $3,952+40.1% |
| Admin fee / account holder | $60,682 | $4,997+1114.4% | $6,181+881.8% | $6,260+869.4% |