Filed October 22, 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 | $86,180 | $152,587-43.5% | $125,175-31.2% | $152,861-43.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.06% | 54.84%-34.8pp | 43.79%-23.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $11,864 | $4,946+139.8% | $3,865+206.9% | $4,762+149.1% |
| Participant deferral / active EE | $9,875 | $5,868+68.3% | $4,937+100.0% | $5,850+68.8% |
| Admin fee / account holder | $660 | $13,434-95.1% | $9,702-93.2% | $11,596-94.3% |