Filed April 23, 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 | $97,979 | $107,334-8.7% | $92,893+5.5% | $152,861-35.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.57% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,418 | $4,221-66.4% | $3,653-61.2% | $4,762-70.2% |
| Participant deferral / active EE | $4,662 | $4,845-3.8% | $4,236+10.0% | $5,850-20.3% |
| Admin fee / account holder | $1,460 | $7,079-79.4% | $5,794-74.8% | $11,596-87.4% |