Filed July 5, 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 | $69,610 | $232,540-70.1% | $185,117-62.4% | $147,584-52.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.82% | 43.03%-20.2pp | 40.50%-17.7pp | 578.55%-555.7pp |
| Employer contribution / active EE | $7,272 | $5,195+40.0% | $4,182+73.9% | $4,876+49.1% |
| Participant deferral / active EE | $9,093 | $5,834+55.9% | $5,045+80.2% | $5,439+67.2% |
| Admin fee / account holder | $1,856 | $10,275-81.9% | $8,159-77.3% | $10,885-82.9% |