Filed January 4, 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 9-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 | $76,148 | $127,065-40.1% | $113,168-32.7% | $142,382-46.5% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 20.52% | 24.03%-3.5pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,554 | $3,442-54.9% | $2,975-47.8% | $4,299-63.9% |
| Participant deferral / active EE | $2,117 | $5,716-63.0% | $5,107-58.6% | $6,507-67.5% |
| Admin fee / account holder | $1,132 | $15,736-92.8% | $12,068-90.6% | $12,624-91.0% |