Filed February 1, 2013 (most recent of 2 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 | $75,030 | $817,678-90.8% | $392,568-80.9% | $152,861-50.9% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.1%+0.2pp | 82.4%-4.2pp |
| Annual return | 18.09% | 22.84%-4.8pp | 24.42%-6.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $9,066 | $5,502+64.8% | $3,783+139.6% | $4,762+90.4% |
| Participant deferral / active EE | $11,809 | $8,398+40.6% | $5,985+97.3% | $5,850+101.9% |
| Admin fee / account holder | $19,131 | $12,095+58.2% | $6,260+205.6% | $11,596+65.0% |