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.)
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 | $162,637 | $183,963-11.6% | $162,163+0.3% | $152,861+6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.70% | 150.76%-122.1pp | 115.59%-86.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $4,842 | $6,371-24.0% | $5,614-13.8% | $4,762+1.7% |
| Participant deferral / active EE | $14,842 | $8,034+84.7% | $7,298+103.4% | $5,850+153.7% |
| Admin fee / account holder | $3,502 | $13,121-73.3% | $10,843-67.7% | $11,596-69.8% |