Filed December 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 | $91,381 | $93,346-2.1% | $71,796+27.3% | $273,961-66.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 5.56% | 130.39%-124.8pp | 78.04%-72.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,403 | $2,733+97.7% | $1,924+180.8% | $4,869+11.0% |
| Participant deferral / active EE | $7,117 | $3,475+104.8% | $2,794+154.7% | $5,287+34.6% |
| Admin fee / account holder | $1,577 | $6,571-76.0% | $4,815-67.2% | $10,132-84.4% |