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 | $188,575 | $154,117+22.4% | $129,995+45.1% | $139,434+35.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 15.69% | 32.48%-16.8pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,401 | $5,289-35.7% | $4,320-21.3% | $4,751-28.4% |
| Participant deferral / active EE | $7,280 | $6,710+8.5% | $5,820+25.1% | $6,710+8.5% |
| Admin fee / account holder | $3,837 | $14,007-72.6% | $10,614-63.9% | $11,403-66.4% |