Filed January 11, 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 | $247,954 | $67,331+268.3% | $60,874+307.3% | $134,475+84.4% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.1%+19.2pp | 81.2%+11.1pp |
| Annual return | -13.36% | 49.93%-63.3pp | 16.90%-30.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $13,275 | $3,096+328.7% | $2,701+391.4% | $4,740+180.1% |
| Participant deferral / active EE | $11,948 | $4,538+163.3% | $3,817+213.1% | $6,400+86.7% |
| Admin fee / account holder | $47,783 | $4,582+942.8% | $3,224+1382.0% | $11,426+318.2% |