Filed February 21, 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 | $218,404 | $160,055+36.5% | $140,016+56.0% | $135,375+61.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.42% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $16,382 | $6,420+155.2% | $5,606+192.2% | $4,779+242.8% |
| Participant deferral / active EE | $9,247 | $7,642+21.0% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $2,761 | $13,328-79.3% | $10,705-74.2% | $10,827-74.5% |