Filed December 25, 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 9-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 | $50,416 | $51,576-2.2% | $129,207-61.0% | $80,856-37.6% |
| Participation rate | 84.1% | 57.0%+27.2pp | 69.6%+14.5pp | 67.6%+16.5pp |
| Annual return | 20.15% | 20.81%-0.7pp | 9417.33%-9397.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $3,391 | $1,584+114.1% | $4,153-18.4% | $2,755+23.1% |
| Participant deferral / active EE | $6,980 | $2,669+161.5% | $4,168+67.5% | $4,296+62.5% |
| Admin fee / account holder | $1,012 | $4,305-76.5% | $7,715-86.9% | $6,918-85.4% |