Filed November 29, 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 | $121,717 | $81,248+49.8% | $155,509-21.7% | $80,856+50.5% |
| Participation rate | 86.8% | 66.2%+20.6pp | 78.2%+8.7pp | 67.6%+19.2pp |
| Annual return | 13.83% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $10,526 | $3,100+239.5% | $4,672+125.3% | $2,755+282.1% |
| Participant deferral / active EE | $3,917 | $3,452+13.5% | $5,626-30.4% | $4,296-8.8% |
| Admin fee / account holder | $18,189 | $7,997+127.4% | $15,912+14.3% | $6,918+162.9% |