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.)
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 | $399,858 | $155,788+156.7% | $124,672+220.7% | $167,490+138.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.62% | 17.97%+9.6pp | 5142.93%-5115.3pp | 478.56%-450.9pp |
| Employer contribution / active EE | $2,486 | $4,163-40.3% | $3,324-25.2% | $4,837-48.6% |
| Participant deferral / active EE | $5,320 | $5,673-6.2% | $4,614+15.3% | $6,341-16.1% |
| Admin fee / account holder | $4,016 | $9,531-57.9% | $7,493-46.4% | $12,309-67.4% |