Filed February 1, 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 | $26,669 | $76,552-65.2% | $123,892-78.5% | $62,891-57.6% |
| Participation rate | 97.3% | 73.0%+24.4pp | 81.4%+15.9pp | 69.3%+28.0pp |
| Annual return | 9.62% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,922 | $2,883+1.4% | $4,617-36.7% | $2,281+28.1% |
| Participant deferral / active EE | $4,172 | $4,840-13.8% | $5,984-30.3% | $3,203+30.3% |
| Admin fee / account holder | $1,377 | $4,826-71.5% | $8,357-83.5% | $4,296-67.9% |