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 | $22,406 | $56,897-60.6% | $84,750-73.6% | $62,891-64.4% |
| Participation rate | 70.8% | 68.5%+2.3pp | 76.6%-5.8pp | 69.3%+1.5pp |
| Annual return | 8.34% | 6.30%+2.0pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $938 | $2,400-60.9% | $3,574-73.7% | $2,281-58.9% |
| Participant deferral / active EE | $2,148 | $2,709-20.7% | $3,712-42.1% | $3,203-32.9% |
| Admin fee / account holder | $2,176 | $3,581-39.2% | $5,332-59.2% | $4,296-49.3% |