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 | $408,830 | $150,187+172.2% | $120,354+239.7% | $145,922+180.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.07% | 154.07%-143.0pp | 107.15%-96.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $11,748 | $4,348+170.2% | $3,463+239.3% | $4,660+152.1% |
| Participant deferral / active EE | $4,451 | $6,173-27.9% | $4,991-10.8% | $6,688-33.4% |
| Admin fee / account holder | $2,054 | $12,207-83.2% | $9,423-78.2% | $13,397-84.7% |