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 | $209,221 | $69,207+202.3% | $64,056+226.6% | $139,434+50.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 22.74% | 45.88%-23.1pp | 33.69%-11.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $11,577 | $3,182+263.8% | $2,747+321.5% | $4,751+143.7% |
| Participant deferral / active EE | $9,994 | $4,682+113.5% | $3,880+157.6% | $6,710+48.9% |
| Admin fee / account holder | $12,261 | $4,244+188.9% | $3,068+299.6% | $11,403+7.5% |