Filed August 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 | $92,173 | $110,094-16.3% | $151,611-39.2% | $68,494+34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.87% | -10.12%-2.8pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,154 | $4,471-7.1% | $6,166-32.6% | $2,596+60.0% |
| Participant deferral / active EE | $9,883 | $6,527+51.4% | $8,363+18.2% | $4,027+145.4% |
| Admin fee / account holder | $906 | $7,719-88.3% | $11,616-92.2% | $5,403-83.2% |