Filed January 12, 2013 (most recent of 3 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.)
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 | $178,429 | $106,584+67.4% | $101,326+76.1% | $142,382+25.3% |
| Participation rate | 94.1% | 82.7%+11.4pp | 81.5%+12.6pp | 80.1%+14.0pp |
| Annual return | 7.18% | 36.93%-29.7pp | 36.82%-29.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,908 | $3,956-26.5% | $3,665-20.7% | $4,299-32.4% |
| Participant deferral / active EE | $6,288 | $8,297-24.2% | $7,994-21.3% | $6,507-3.4% |
| Admin fee / account holder | $4,136 | $11,446-63.9% | $11,185-63.0% | $12,624-67.2% |