Filed January 14, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,729 | $149,734+106.9% | $118,925+160.4% | $158,922+94.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | -2.92% | 19.95%-22.9pp | 35.88%-38.8pp | 302.83%-305.7pp |
| Employer contribution / active EE | $2,415 | $4,115-41.3% | $3,263-26.0% | $4,761-49.3% |
| Participant deferral / active EE | $4,017 | $5,223-23.1% | $4,265-5.8% | $5,982-32.8% |
| Admin fee / account holder | $11,851 | $8,603+37.8% | $6,581+80.1% | $11,246+5.4% |