Filed February 19, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,465 | $106,749-49.0% | $145,433-62.5% | $82,448-33.9% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.1%+12.5pp | 68.1%+26.6pp |
| Annual return | 14.07% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,185 | $3,444+21.5% | $4,554-8.1% | $2,551+64.1% |
| Participant deferral / active EE | $7,272 | $6,519+11.6% | $7,897-7.9% | $4,139+75.7% |
| Admin fee / account holder | $3,410 | $8,390-59.4% | $13,129-74.0% | $7,234-52.9% |