Filed May 15, 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 | $43,386 | $109,359-60.3% | $162,163-73.2% | $72,985-40.6% |
| Participation rate | 91.6% | 84.3%+7.3pp | 87.6%+4.0pp | 69.5%+22.1pp |
| Annual return | 23.14% | 25.46%-2.3pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,945 | $3,907-24.6% | $5,614-47.5% | $2,440+20.7% |
| Participant deferral / active EE | $2,897 | $5,481-47.1% | $7,298-60.3% | $3,607-19.7% |
| Admin fee / account holder | $1,598 | $7,972-80.0% | $10,843-85.3% | $5,124-68.8% |