Filed January 15, 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 | $86,856 | $78,705+10.4% | $117,854-26.3% | $70,131+23.8% |
| Participation rate | 92.5% | 73.2%+19.3pp | 79.7%+12.8pp | 69.5%+23.0pp |
| Annual return | 19.50% | 23.30%-3.8pp | 335.08%-315.6pp | 73.14%-53.6pp |
| Employer contribution / active EE | $6,065 | $2,223+172.8% | $3,786+60.2% | $2,342+158.9% |
| Participant deferral / active EE | $4,464 | $3,297+35.4% | $4,482-0.4% | $3,332+34.0% |
| Admin fee / account holder | $1,082 | $5,065-78.6% | $8,020-86.5% | $4,645-76.7% |