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 | $243,316 | $197,591+23.1% | $177,821+36.8% | $158,922+53.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.86% | 58.76%-20.9pp | 48.32%-10.5pp | 302.83%-265.0pp |
| Employer contribution / active EE | $12,443 | $6,697+85.8% | $5,918+110.2% | $4,761+161.3% |
| Participant deferral / active EE | $15,997 | $8,405+90.3% | $7,714+107.4% | $5,982+167.4% |
| Admin fee / account holder | $3,560 | $15,399-76.9% | $12,427-71.4% | $11,246-68.3% |