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 | $31,202 | $47,848-34.8% | $81,478-61.7% | $70,131-55.5% |
| Participation rate | 73.5% | 58.3%+15.3pp | 68.0%+5.6pp | 69.5%+4.0pp |
| Annual return | 11.42% | 27.25%-15.8pp | 38.78%-27.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,154 | $1,527-24.5% | $2,568-55.1% | $2,342-50.8% |
| Participant deferral / active EE | $2,375 | $2,453-3.2% | $3,537-32.8% | $3,332-28.7% |
| Admin fee / account holder | $1,860 | $3,145-40.8% | $4,561-59.2% | $4,645-60.0% |