Filed April 24, 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 | $90,778 | $85,766+5.8% | $136,294-33.4% | $70,131+29.4% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 19.79% | 31.45%-11.7pp | 5155.94%-5136.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $6,702 | $2,966+125.9% | $4,695+42.7% | $2,342+186.1% |
| Participant deferral / active EE | $7,733 | $5,051+53.1% | $6,247+23.8% | $3,332+132.1% |
| Admin fee / account holder | $1,239 | $5,420-77.1% | $9,243-86.6% | $4,645-73.3% |