Filed December 19, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,700 | $67,331+123.8% | $60,874+147.6% | $134,475+12.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.44% | 49.93%-65.4pp | 16.90%-32.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,544 | $3,096+175.9% | $2,701+216.3% | $4,740+80.3% |
| Participant deferral / active EE | $8,129 | $4,538+79.1% | $3,817+113.0% | $6,400+27.0% |
| Admin fee / account holder | $6,729 | $4,582+46.9% | $3,224+108.7% | $11,426-41.1% |