Filed February 14, 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 | $109,662 | $172,111-36.3% | $150,298-27.0% | $137,256-20.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.49% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,824 | $4,636+68.7% | $4,154+88.3% | $4,156+88.2% |
| Participant deferral / active EE | $11,863 | $6,166+92.4% | $5,453+117.6% | $6,407+85.2% |
| Admin fee / account holder | $1,138 | $16,471-93.1% | $14,116-91.9% | $12,270-90.7% |