Filed May 15, 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 | $88,562 | $153,772-42.4% | $133,980-33.9% | $273,961-67.7% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 8.71% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,200 | $6,029-46.9% | $5,211-38.6% | $4,869-34.3% |
| Participant deferral / active EE | $8,826 | $6,958+26.8% | $6,282+40.5% | $5,287+66.9% |
| Admin fee / account holder | $11,756 | $11,765-0.1% | $9,324+26.1% | $10,132+16.0% |