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 | $138,435 | $71,050+94.8% | $93,606+47.9% | $80,856+71.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.14% | 11.26%-0.1pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,786 | $1,564+270.0% | $2,420+139.1% | $2,755+110.0% |
| Participant deferral / active EE | $6,436 | $4,034+59.6% | $4,411+45.9% | $4,296+49.8% |
| Admin fee / account holder | $10,079 | $6,945+45.1% | $8,285+21.7% | $6,918+45.7% |