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.)
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 | $73,783 | $54,541+35.3% | $78,778-6.3% | $70,131+5.2% |
| Participation rate | 83.8% | 60.8%+23.0pp | 69.2%+14.6pp | 69.5%+14.2pp |
| Annual return | 17.37% | 21.07%-3.7pp | 35.62%-18.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,266 | $1,089+16.3% | $1,986-36.2% | $2,342-45.9% |
| Participant deferral / active EE | $3,485 | $2,210+57.7% | $2,958+17.8% | $3,332+4.6% |
| Admin fee / account holder | $3,464 | $3,709-6.6% | $5,134-32.5% | $4,645-25.4% |