Filed August 30, 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 | $47,391 | $99,341-52.3% | $84,750-44.1% | $273,961-82.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.27% | 22.93%-16.7pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,769 | $4,214-58.0% | $3,574-50.5% | $4,869-63.7% |
| Participant deferral / active EE | $3,040 | $4,269-28.8% | $3,712-18.1% | $5,287-42.5% |
| Admin fee / account holder | $3,853 | $6,644-42.0% | $5,332-27.7% | $10,132-62.0% |