Filed March 21, 2014
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,257 | $160,055-11.7% | $140,016+0.9% | $135,375+4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.49% | 911.38%-921.9pp | 651.12%-661.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $11,850 | $6,420+84.6% | $5,606+111.4% | $4,779+148.0% |
| Participant deferral / active EE | $13,791 | $7,642+80.5% | $6,927+99.1% | $5,609+145.9% |
| Admin fee / account holder | $581 | $13,328-95.6% | $10,705-94.6% | $10,827-94.6% |