Filed September 26, 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 | $43,670 | $61,660-29.2% | $80,019-45.4% | $64,186-32.0% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.6%+4.0pp |
| Annual return | -4.76% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $984 | $1,810-45.7% | $2,468-60.1% | $2,381-58.7% |
| Participant deferral / active EE | $3,270 | $2,968+10.2% | $3,686-11.3% | $3,470-5.8% |
| Admin fee / account holder | $2,556 | $5,417-52.8% | $6,521-60.8% | $4,888-47.7% |