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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,449 | $99,652-84.5% | $78,778-80.4% | $147,584-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.62% | 47.28%-32.7pp | 35.62%-21.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,026 | $2,796-27.5% | $1,986+2.0% | $4,876-58.5% |
| Participant deferral / active EE | $2,897 | $3,664-20.9% | $2,958-2.1% | $5,439-46.7% |
| Admin fee / account holder | $7,133 | $7,155-0.3% | $5,134+38.9% | $10,885-34.5% |