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 | $26,784 | $125,758-78.7% | $169,993-84.2% | $75,163-64.4% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 15.05% | 27.20%-12.2pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,924 | $4,615-58.3% | $6,785-71.6% | $2,670-27.9% |
| Participant deferral / active EE | $4,588 | $6,837-32.9% | $10,408-55.9% | $4,125+11.2% |
| Admin fee / account holder | $2,714 | $8,173-66.8% | $12,815-78.8% | $5,651-52.0% |