Filed July 18, 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 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 | $90,883 | $73,787+23.2% | $98,716-7.9% | $82,448+10.2% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.3%+16.4pp | 68.1%+17.6pp |
| Annual return | 11.38% | 18.57%-7.2pp | 31.81%-20.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $724 | $1,511-52.1% | $2,279-68.2% | $2,551-71.6% |
| Participant deferral / active EE | $3,016 | $3,081-2.1% | $4,048-25.5% | $4,139-27.1% |
| Admin fee / account holder | $9,934 | $6,500+52.8% | $8,703+14.1% | $7,234+37.3% |