Filed August 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,441 | $112,096+127.0% | $95,952+165.2% | $158,922+60.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.95% | 171.09%-156.1pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $8,159 | $3,198+155.1% | $2,541+221.1% | $4,761+71.4% |
| Participant deferral / active EE | $4,978 | $4,784+4.1% | $4,167+19.5% | $5,982-16.8% |
| Admin fee / account holder | $1,450 | $10,130-85.7% | $6,795-78.7% | $11,246-87.1% |