Filed January 7, 2015
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 | $162,065 | $142,405+13.8% | $115,157+40.7% | $152,861+6.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.41% | 41.48%-18.1pp | 35.60%-12.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,506 | $4,010+12.4% | $3,179+41.8% | $4,762-5.4% |
| Participant deferral / active EE | $4,123 | $5,164-20.2% | $4,168-1.1% | $5,850-29.5% |
| Admin fee / account holder | $29,332 | $8,462+246.6% | $7,088+313.8% | $11,596+152.9% |