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 | $153,507 | $74,927+104.9% | $101,794+50.8% | $84,808+81.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.87% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,921 | $1,522+289.1% | $2,289+158.7% | $2,631+125.1% |
| Participant deferral / active EE | $6,333 | $3,099+104.4% | $4,084+55.1% | $4,212+50.4% |
| Admin fee / account holder | $1,964 | $6,514-69.8% | $8,777-77.6% | $7,344-73.3% |