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 | $84,123 | $755,339-88.9% | $379,746-77.8% | $158,922-47.1% |
| Participation rate | 88.9% | 81.8%+7.1pp | 78.4%+10.5pp | 82.0%+6.9pp |
| Annual return | 9.90% | 53.41%-43.5pp | 34.90%-25.0pp | 302.83%-292.9pp |
| Employer contribution / active EE | $9,792 | $4,685+109.0% | $3,540+176.6% | $4,761+105.7% |
| Participant deferral / active EE | $13,621 | $7,938+71.6% | $6,024+126.1% | $5,982+127.7% |
| Admin fee / account holder | $9,008 | $14,482-37.8% | $7,927+13.6% | $11,246-19.9% |