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 | $88,672-45.8% | $105,223-54.3% | $82,448-41.7% |
| Participation rate | 76.6% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.5pp |
| Annual return | 17.93% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,388 | $3,048-54.5% | $3,689-62.4% | $2,551-45.6% |
| Participant deferral / active EE | $3,499 | $4,036-13.3% | $5,072-31.0% | $4,139-15.5% |
| Admin fee / account holder | $2,659 | $7,146-62.8% | $8,859-70.0% | $7,234-63.2% |