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 | $432,607 | $129,942+232.9% | $104,294+314.8% | $134,475+221.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.78% | 42.03%-49.8pp | 24.61%-32.4pp | 417.96%-425.7pp |
| Employer contribution / active EE | $7,573 | $4,184+81.0% | $3,372+124.6% | $4,740+59.8% |
| Participant deferral / active EE | $5,566 | $5,588-0.4% | $4,625+20.3% | $6,400-13.0% |
| Admin fee / account holder | $3,565 | $9,323-61.8% | $7,339-51.4% | $11,426-68.8% |