Filed January 7, 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 | $53,925 | $45,035+19.7% | $62,995-14.4% | $70,131-23.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 69.11% | 18.76%+50.4pp | 87.57%-18.5pp | 73.14%-4.0pp |
| Employer contribution / active EE | $9,284 | $2,051+352.6% | $2,759+236.5% | $2,342+296.3% |
| Participant deferral / active EE | $4,571 | $2,465+85.5% | $3,329+37.3% | $3,332+37.2% |
| Admin fee / account holder | $1,674 | $2,834-40.9% | $3,600-53.5% | $4,645-64.0% |