Filed November 19, 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 | $141,654 | $85,766+65.2% | $136,294+3.9% | $70,131+102.0% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 17.98% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,652 | $2,966-44.3% | $4,695-64.8% | $2,342-29.5% |
| Participant deferral / active EE | $6,290 | $5,051+24.5% | $6,247+0.7% | $3,332+88.8% |
| Admin fee / account holder | $670 | $5,420-87.6% | $9,243-92.8% | $4,645-85.6% |