Filed December 30, 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 8-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 | $83,532 | $91,190-8.4% | $178,490-53.2% | $79,858+4.6% |
| Participation rate | 74.2% | 69.2%+5.0pp | 81.9%-7.7pp | 69.6%+4.6pp |
| Annual return | 26.62% | 24.19%+2.4pp | 151.07%-124.5pp | 31.71%-5.1pp |
| Employer contribution / active EE | $3,124 | $3,256-4.1% | $5,011-37.7% | $2,471+26.4% |
| Participant deferral / active EE | $7,706 | $3,236+138.1% | $5,202+48.2% | $3,740+106.0% |
| Admin fee / account holder | $36,886 | $6,751+446.4% | $13,984+163.8% | $5,306+595.1% |