Filed January 22, 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 | $121,995 | $153,772-20.7% | $133,980-8.9% | $273,961-55.5% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 16.24% | 36.51%-20.3pp | 29.30%-13.1pp | 41.45%-25.2pp |
| Employer contribution / active EE | $8,398 | $6,029+39.3% | $5,211+61.2% | $4,869+72.5% |
| Participant deferral / active EE | $10,650 | $6,958+53.1% | $6,282+69.5% | $5,287+101.4% |
| Admin fee / account holder | $573 | $11,765-95.1% | $9,324-93.9% | $10,132-94.3% |