Filed April 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,734 | $78,705-33.0% | $117,854-55.3% | $70,131-24.8% |
| Participation rate | 94.3% | 73.2%+21.1pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 11.96% | 23.30%-11.3pp | 335.08%-323.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,189 | $2,223-46.5% | $3,786-68.6% | $2,342-49.2% |
| Participant deferral / active EE | $4,047 | $3,297+22.7% | $4,482-9.7% | $3,332+21.5% |
| Admin fee / account holder | $1,853 | $5,065-63.4% | $8,020-76.9% | $4,645-60.1% |