Filed February 1, 2013 (most recent of 3 filings on file)
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 | $52,644 | $181,894-71.1% | $156,549-66.4% | $273,961-80.8% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 5.76% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,423 | $6,248-77.2% | $5,501-74.1% | $4,869-70.8% |
| Participant deferral / active EE | $3,918 | $5,550-29.4% | $4,871-19.6% | $5,287-25.9% |
| Admin fee / account holder | $3,397 | $15,559-78.2% | $13,027-73.9% | $10,132-66.5% |