Filed July 22, 2014 (most recent of 2 filings on file)
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 | $115,894 | $135,635-14.6% | $110,238+5.1% | $135,375-14.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.28% | 513.19%-515.5pp | 314.74%-317.0pp | 519.73%-522.0pp |
| Employer contribution / active EE | $9,124 | $4,906+86.0% | $3,826+138.4% | $4,779+90.9% |
| Participant deferral / active EE | $3,982 | $5,506-27.7% | $4,672-14.8% | $5,609-29.0% |
| Admin fee / account holder | $3,073 | $11,457-73.2% | $8,547-64.0% | $10,827-71.6% |