Filed July 31, 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 3-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 | $43,956 | $45,152-2.6% | $73,843-40.5% | $59,632-26.3% |
| Participation rate | 80.5% | 64.0%+16.5pp | 73.4%+7.0pp | 68.7%+11.8pp |
| Annual return | 73.12% | 27.40%+45.7pp | 2267.84%-2194.7pp | 2041.28%-1968.2pp |
| Employer contribution / active EE | $1,864 | $1,902-2.0% | $2,787-33.1% | $2,203-15.4% |
| Participant deferral / active EE | $5,640 | $2,574+119.1% | $3,583+57.4% | $3,192+76.7% |
| Admin fee / account holder | $507 | $3,516-85.6% | $4,880-89.6% | $4,297-88.2% |