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 | $54,269 | $45,863+18.3% | $77,024-29.5% | $68,494-20.8% |
| Participation rate | 86.2% | 55.9%+30.3pp | 67.9%+18.3pp | 67.9%+18.3pp |
| Annual return | -11.75% | 1.72%-13.5pp | 42.32%-54.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,261 | $1,650-23.6% | $2,812-55.2% | $2,596-51.4% |
| Participant deferral / active EE | $2,597 | $2,962-12.3% | $4,426-41.3% | $4,027-35.5% |
| Admin fee / account holder | $790 | $3,041-74.0% | $5,425-85.4% | $5,403-85.4% |