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 9-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 | $49,170 | $49,1770% | $79,464-38.1% | $64,186-23.4% |
| Participation rate | 88.5% | 65.0%+23.5pp | 73.3%+15.2pp | 69.6%+19.0pp |
| Annual return | -2.42% | -1.16%-1.3pp | 718.14%-720.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,363 | $2,076-34.4% | $2,800-51.3% | $2,381-42.8% |
| Participant deferral / active EE | $7,802 | $2,821+176.5% | $3,704+110.7% | $3,470+124.9% |
| Admin fee / account holder | $5,035 | $3,839+31.2% | $5,113-1.5% | $4,888+3.0% |