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 | $143,771 | $148,534-3.2% | $135,903+5.8% | $139,434+3.1% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 28.29% | 79.19%-50.9pp | 68.23%-39.9pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,715 | $5,243-48.2% | $4,856-44.1% | $4,751-42.8% |
| Participant deferral / active EE | $6,221 | $8,100-23.2% | $7,758-19.8% | $6,710-7.3% |
| Admin fee / account holder | $587 | $12,400-95.3% | $10,762-94.5% | $11,403-94.9% |