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 | $29,319+35.1% | $52,425-24.4% | $82,448-52.0% |
| Participation rate | 90.2% | 46.9%+43.4pp | 55.6%+34.6pp | 68.1%+22.2pp |
| Annual return | 20.10% | 535.20%-515.1pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,467 | $586+491.2% | $914+279.2% | $2,551+35.9% |
| Participant deferral / active EE | $6,467 | $1,171+452.1% | $1,790+261.2% | $4,139+56.2% |
| Admin fee / account holder | $6,275 | $1,962+219.8% | $2,495+151.5% | $7,234-13.3% |