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 | $177,966 | $142,344+25.0% | $119,609+48.8% | $134,475+32.3% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.3%+7.7pp | 81.2%+5.7pp |
| Annual return | -15.62% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,640 | $5,222-30.3% | $4,232-14.0% | $4,740-23.2% |
| Participant deferral / active EE | $7,170 | $6,469+10.8% | $5,602+28.0% | $6,400+12.0% |
| Admin fee / account holder | $2,251 | $13,584-83.4% | $10,323-78.2% | $11,426-80.3% |