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 | $139,457 | $138,347+0.8% | $184,203-24.3% | $80,856+72.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,895 | $4,850+0.9% | $6,427-23.8% | $2,755+77.7% |
| Participant deferral / active EE | $11,157 | $7,071+57.8% | $9,131+22.2% | $4,296+159.7% |
| Admin fee / account holder | $6,859 | $10,483-34.6% | $13,901-50.7% | $6,918-0.9% |