Filed September 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,201 | $88,707+25.4% | $74,183+49.9% | $273,961-59.4% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 4.15% | 11.94%-7.8pp | 17.74%-13.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $259 | $3,159-91.8% | $2,370-89.1% | $4,869-94.7% |
| Participant deferral / active EE | $2,543 | $4,212-39.6% | $3,550-28.4% | $5,287-51.9% |
| Admin fee / account holder | $4,925 | $8,717-43.5% | $5,586-11.8% | $10,132-51.4% |