Filed August 1, 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 | $48,050 | $89,753-46.5% | $107,525-55.3% | $84,808-43.3% |
| Participation rate | 76.6% | 68.1%+8.5pp | 75.1%+1.5pp | 68.3%+8.3pp |
| Annual return | 17.93% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,388 | $3,113-55.4% | $3,754-63.0% | $2,631-47.2% |
| Participant deferral / active EE | $3,499 | $4,056-13.7% | $5,116-31.6% | $4,212-16.9% |
| Admin fee / account holder | $2,659 | $7,222-63.2% | $8,919-70.2% | $7,344-63.8% |