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 | $51,604-2.3% | $129,295-61.0% | $80,874-37.7% |
| Participation rate | 84.1% | 57.0%+27.1pp | 69.6%+14.5pp | 67.6%+16.5pp |
| Annual return | 20.15% | 20.76%-0.6pp | 9429.28%-9409.1pp | 35.62%-15.5pp |
| Employer contribution / active EE | $3,391 | $1,585+114.0% | $4,157-18.4% | $2,756+23.1% |
| Participant deferral / active EE | $6,980 | $2,670+161.4% | $4,169+67.4% | $4,297+62.4% |
| Admin fee / account holder | $1,012 | $4,310-76.5% | $7,665-86.8% | $6,935-85.4% |