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 | $182,203 | $69,207+163.3% | $64,056+184.4% | $139,434+30.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.04% | 45.88%-30.8pp | 33.69%-18.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,154 | $3,182+124.8% | $2,747+160.5% | $4,751+50.6% |
| Participant deferral / active EE | $6,384 | $4,682+36.4% | $3,880+64.5% | $6,710-4.9% |
| Admin fee / account holder | $1,809 | $4,244-57.4% | $3,068-41.0% | $11,403-84.1% |