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 | $52,358 | $123,793-57.7% | $177,821-70.6% | $79,858-34.4% |
| Participation rate | 91.6% | 84.7%+6.9pp | 87.7%+3.8pp | 69.6%+21.9pp |
| Annual return | 17.65% | 22.82%-5.2pp | 48.32%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,333 | $4,095-18.6% | $5,918-43.7% | $2,471+34.9% |
| Participant deferral / active EE | $3,966 | $5,956-33.4% | $7,714-48.6% | $3,740+6.0% |
| Admin fee / account holder | $1,272 | $7,243-82.4% | $12,427-89.8% | $5,306-76.0% |