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.)
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 | $40,176 | $52,279-23.2% | $89,391-55.1% | $79,858-49.7% |
| Participation rate | 73.5% | 57.5%+16.0pp | 68.0%+5.6pp | 69.6%+3.9pp |
| Annual return | 14.56% | 22.16%-7.6pp | 245.62%-231.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,627 | $1,572+3.5% | $2,586-37.1% | $2,471-34.1% |
| Participant deferral / active EE | $2,656 | $2,740-3.1% | $3,890-31.7% | $3,740-29.0% |
| Admin fee / account holder | $1,713 | $3,356-49.0% | $4,881-64.9% | $5,306-67.7% |