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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,198 | $183,963+63.7% | $162,163+85.7% | $152,861+97.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.65% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $4,699 | $6,371-26.2% | $5,614-16.3% | $4,762-1.3% |
| Participant deferral / active EE | $10,532 | $8,034+31.1% | $7,298+44.3% | $5,850+80.0% |
| Admin fee / account holder | $5,990 | $13,121-54.3% | $10,843-44.8% | $11,596-48.3% |