Filed April 18, 2013 (most recent of 3 filings on file)
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 | $135,831 | $87,733+54.8% | $106,548+27.5% | $85,850+58.2% |
| Participation rate | 94.1% | 71.9%+22.2pp | 76.1%+18.0pp | 69.3%+24.8pp |
| Annual return | 12.76% | 21.86%-9.1pp | 26.80%-14.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,349 | $2,073+13.3% | $2,819-16.7% | $2,565-8.4% |
| Participant deferral / active EE | $6,155 | $3,469+77.4% | $4,398+40.0% | $3,952+55.8% |
| Admin fee / account holder | $7,870 | $6,767+16.3% | $7,407+6.2% | $6,260+25.7% |