Filed April 28, 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 | $193,206 | $197,591-2.2% | $177,821+8.7% | $158,922+21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.89% | 58.76%-43.9pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $6,065 | $6,697-9.4% | $5,918+2.5% | $4,761+27.4% |
| Participant deferral / active EE | $12,153 | $8,405+44.6% | $7,714+57.5% | $5,982+103.2% |
| Admin fee / account holder | $7,997 | $15,399-48.1% | $12,427-35.7% | $11,246-28.9% |