Filed October 28, 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 | $157,146 | $98,750+59.1% | $149,696+5.0% | $79,858+96.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.54% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $6,085 | $3,216+89.2% | $4,644+31.0% | $2,471+146.3% |
| Participant deferral / active EE | $8,516 | $5,680+49.9% | $6,842+24.5% | $3,740+127.7% |
| Admin fee / account holder | $7,177 | $6,053+18.6% | $9,309-22.9% | $5,306+35.3% |