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.)
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 | $48,998 | $87,841-44.2% | $133,980-63.4% | $62,891-22.1% |
| Participation rate | 96.6% | 83.4%+13.2pp | 87.1%+9.5pp | 69.3%+27.2pp |
| Annual return | 9.71% | 12.05%-2.3pp | 29.30%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,174 | $4,812+49.1% | $6,282+14.2% | $3,203+124.0% |
| Admin fee / account holder | $1,795 | $5,371-66.6% | $9,324-80.7% | $4,296-58.2% |