Filed October 22, 2013 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,687 | $43,075-38.0% | $74,583-64.2% | $62,891-57.6% |
| Participation rate | 81.3% | 58.1%+23.2pp | 68.1%+13.1pp | 69.3%+11.9pp |
| Annual return | 4.51% | 17.50%-13.0pp | 20.47%-16.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,782 | $2,389+16.4% | $3,458-19.5% | $3,203-13.1% |
| Admin fee / account holder | $826 | $2,840-70.9% | $4,138-80.0% | $4,296-80.8% |