Filed November 12, 2013 (most recent of 3 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,979 | $146,267-76.1% | $197,124-82.3% | $82,448-57.6% |
| Participation rate | 96.7% | 84.0%+12.7pp | 86.7%+10.0pp | 68.1%+28.6pp |
| Annual return | 41.11% | 29.61%+11.5pp | 44.34%-3.2pp | 41.64%-0.5pp |
| Employer contribution / active EE | $2,390 | $4,723-49.4% | $6,227-61.6% | $2,551-6.3% |
| Participant deferral / active EE | $3,531 | $7,035-49.8% | $9,135-61.3% | $4,139-14.7% |
| Admin fee / account holder | $3,869 | $14,422-73.2% | $16,298-76.3% | $7,234-46.5% |