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.
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.)
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 | $32,042 | $77,634-58.7% | $156,549-79.5% | $62,891-49.1% |
| Participation rate | 70.9% | 71.2%-0.3pp | 84.0%-13.1pp | 69.3%+1.6pp |
| Annual return | 0.67% | 50.32%-49.6pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,184 | $3,444-65.6% | $5,501-78.5% | $2,281-48.1% |
| Participant deferral / active EE | $3,298 | $3,045+8.3% | $4,871-32.3% | $3,203+3.0% |
| Admin fee / account holder | $2,405 | $5,561-56.7% | $13,027-81.5% | $4,296-44.0% |