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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,231 | $54,762+13.6% | $90,281-31.1% | $72,985-14.7% |
| Participation rate | 88.1% | 65.1%+23.0pp | 73.3%+14.9pp | 69.5%+18.6pp |
| Annual return | 20.33% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,386 | $2,887+225.1% | $3,885+141.6% | $3,607+160.2% |
| Admin fee / account holder | $3,432 | $3,972-13.6% | $5,351-35.9% | $5,124-33.0% |