Filed June 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 | $203,808 | $97,757+108.5% | $83,848+143.1% | $135,375+50.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.41% | 1287.37%-1276.0pp | 850.88%-839.5pp | 519.73%-508.3pp |
| Employer contribution / active EE | $16,484 | $4,222+290.5% | $3,631+354.0% | $4,779+244.9% |
| Participant deferral / active EE | $8,913 | $4,682+90.4% | $4,082+118.4% | $5,609+58.9% |
| Admin fee / account holder | $10,748 | $6,674+61.0% | $5,478+96.2% | $10,827-0.7% |