Filed January 12, 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 | $156,540 | $152,587+2.6% | $125,175+25.1% | $152,861+2.4% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 21.28% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,148 | $4,946-16.1% | $3,865+7.3% | $4,762-12.9% |
| Participant deferral / active EE | $9,310 | $5,868+58.7% | $4,937+88.6% | $5,850+59.1% |
| Admin fee / account holder | $8,408 | $13,434-37.4% | $9,702-13.3% | $11,596-27.5% |