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.)
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 | $34,049 | $84,233-59.6% | $170,442-80.0% | $70,131-51.5% |
| Participation rate | 78.0% | 70.8%+7.2pp | 83.6%-5.6pp | 69.5%+8.5pp |
| Annual return | 13.16% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,702 | $3,387-49.8% | $5,433-68.7% | $2,342-27.4% |
| Participant deferral / active EE | $3,346 | $3,086+8.4% | $4,939-32.3% | $3,332+0.4% |
| Admin fee / account holder | $3,582 | $5,698-37.1% | $13,880-74.2% | $4,645-22.9% |