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 | $166,427 | $155,788+6.8% | $124,672+33.5% | $167,490-0.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.43% | 17.97%-5.5pp | 5142.93%-5130.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $22,056 | $4,163+429.8% | $3,324+563.6% | $4,837+355.9% |
| Participant deferral / active EE | $18,580 | $5,673+227.5% | $4,614+302.7% | $6,341+193.0% |
| Admin fee / account holder | $1,503 | $9,531-84.2% | $7,493-79.9% | $12,309-87.8% |