Filed November 3, 2013 (most recent of 2 filings on file)
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,221 | $60,124-16.5% | $90,404-44.4% | $79,858-37.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 19.56% | 71.94%-52.4pp | 1293.02%-1273.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,806 | $2,068+35.7% | $3,262-14.0% | $2,471+13.6% |
| Participant deferral / active EE | $2,789 | $2,938-5.1% | $3,963-29.6% | $3,740-25.4% |
| Admin fee / account holder | $1,486 | $3,976-62.6% | $5,611-73.5% | $5,306-72.0% |