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 | $115,490 | $125,758-8.2% | $169,993-32.1% | $75,163+53.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.75% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,747 | $4,615+2.9% | $6,785-30.0% | $2,670+77.8% |
| Participant deferral / active EE | $10,433 | $6,837+52.6% | $10,408+0.2% | $4,125+152.9% |
| Admin fee / account holder | $494 | $8,173-94.0% | $12,815-96.1% | $5,651-91.3% |