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.
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 | $27,983 | $209,832-86.7% | $189,513-85.2% | $167,490-83.3% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 14.84% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,022 | $6,914-70.8% | $6,162-67.2% | $4,837-58.2% |
| Participant deferral / active EE | $5,102 | $8,935-42.9% | $8,221-37.9% | $6,341-19.5% |
| Admin fee / account holder | $2,396 | $14,293-83.2% | $12,045-80.1% | $12,309-80.5% |