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 | $138,312 | $149,734-7.6% | $118,925+16.3% | $158,922-13.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.93% | 19.95%-8.0pp | 35.88%-23.9pp | 302.83%-290.9pp |
| Employer contribution / active EE | $5,826 | $4,115+41.6% | $3,263+78.6% | $4,761+22.4% |
| Participant deferral / active EE | $5,194 | $5,223-0.6% | $4,265+21.8% | $5,982-13.2% |
| Admin fee / account holder | $52,605 | $8,603+511.5% | $6,581+699.4% | $11,246+367.8% |