Filed December 17, 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 | $77,766 | $135,952-42.8% | $123,892-37.2% | $273,961-71.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 16.91% | 56.63%-39.7pp | 47.52%-30.6pp | 41.45%-24.5pp |
| Employer contribution / active EE | $3,140 | $5,170-39.3% | $4,617-32.0% | $4,869-35.5% |
| Participant deferral / active EE | $8,220 | $6,343+29.6% | $5,984+37.4% | $5,287+55.5% |
| Admin fee / account holder | $1,558 | $9,817-84.1% | $8,357-81.4% | $10,132-84.6% |