Filed July 2, 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 7-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 | $39,610 | $30,400+30.3% | $53,898-26.5% | $84,808-53.3% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.3pp | 68.3%+21.9pp |
| Annual return | 20.10% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,467 | $603+475.2% | $932+272.0% | $2,631+31.8% |
| Participant deferral / active EE | $6,467 | $1,199+439.5% | $1,826+254.1% | $4,212+53.6% |
| Admin fee / account holder | $6,275 | $1,993+214.8% | $2,491+151.9% | $7,344-14.6% |