Filed June 5, 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 | $45,001 | $39,122+15.0% | $57,179-21.3% | $62,891-28.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.87% | 9.23%-6.4pp | 14.59%-11.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $3,696 | $1,874+97.2% | $2,682+37.8% | $2,281+62.0% |
| Participant deferral / active EE | $3,607 | $2,374+51.9% | $3,096+16.5% | $3,203+12.6% |
| Admin fee / account holder | $1,043 | $2,592-59.7% | $3,139-66.8% | $4,296-75.7% |