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 | $182,288 | $162,781+12.0% | $133,956+36.1% | $158,922+14.7% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 15.55% | 41.94%-26.4pp | 45.09%-29.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,400 | $4,975-31.7% | $3,919-13.2% | $4,761-28.6% |
| Participant deferral / active EE | $7,674 | $5,911+29.8% | $5,048+52.0% | $5,982+28.3% |
| Admin fee / account holder | $393 | $11,736-96.7% | $8,927-95.6% | $11,246-96.5% |