Filed June 26, 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 | $106,805 | $57,354+86.2% | $83,848+27.4% | $64,186+66.4% |
| Participation rate | 76.1% | 68.6%+7.5pp | 76.1%-0.1pp | 69.6%+6.5pp |
| Annual return | 8.59% | 11.38%-2.8pp | 850.88%-842.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $9,802 | $2,545+285.1% | $3,631+170.0% | $2,381+311.7% |
| Participant deferral / active EE | $5,867 | $2,993+96.0% | $4,082+43.8% | $3,470+69.1% |
| Admin fee / account holder | $4,657 | $4,046+15.1% | $5,478-15.0% | $4,888-4.7% |