Filed February 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,484 | $109,359-74.0% | $162,163-82.4% | $72,985-61.0% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 19.66% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,219 | $3,907-68.8% | $5,614-78.3% | $2,440-50.1% |
| Participant deferral / active EE | $2,329 | $5,481-57.5% | $7,298-68.1% | $3,607-35.4% |
| Admin fee / account holder | $4,171 | $7,972-47.7% | $10,843-61.5% | $5,124-18.6% |