Filed December 30, 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 | $41,349 | $49,227-16.0% | $70,449-41.3% | $79,858-48.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.88% | 30.06%-15.2pp | 109.03%-94.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,234 | $2,099+6.4% | $2,737-18.4% | $2,471-9.6% |
| Participant deferral / active EE | $5,933 | $2,768+114.4% | $3,709+60.0% | $3,740+58.6% |
| Admin fee / account holder | $326 | $2,878-88.7% | $3,845-91.5% | $5,306-93.9% |