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 | $456,597 | $140,940+224.0% | $112,229+306.8% | $139,434+227.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 1.53% | 32.71%-31.2pp | 30.20%-28.7pp | 372.94%-371.4pp |
| Employer contribution / active EE | $11,033 | $4,283+157.6% | $3,430+221.6% | $4,751+132.2% |
| Participant deferral / active EE | $4,172 | $5,874-29.0% | $4,798-13.0% | $6,710-37.8% |
| Admin fee / account holder | $3,461 | $9,954-65.2% | $7,748-55.3% | $11,403-69.6% |